Onlyfunds

Overview

Onlyfunds is a small, single-owner registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm focuses on portfolio management for individuals and small businesses, charging a percentage-of-AUM advisory fee. Onlyfunds is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor or a multi-state adviser. Its stated client base is individual and family clients, and the firm operates with a narrow, equity-oriented mandate as reflected in its asset mix.

Assets & Accounts

Public Holdings

Location & Offices