CRD: 307146
360 ONE Portfolio Managers Limited
Mumbai, 40001
+91 22 4876 5600
$3.9B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
76 Employees
2,038 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Deutsche Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2016
- Office Locations
- 2
Office Locations
360 ONE Centre, Kamala City, Senapati Bapat Marg, Lower Parel Mumbai --
360 One,1st Floor,Blueprint 23 Nordwest Gachibowli Serilingampally Mandal, Ranga Reddy, Hyderabad Hyderabad,Telangana --
About 360 ONE Portfolio Managers Limited
360 ONE Portfolio Managers Limited is a Mumbai-based RIA with 2 offices. The firm has been operating for 9 years. Managing $3.9B in total assets under management, with 2 advisory representatives. They custody assets with Deutsche Bank. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$1.9B AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.9 yrs AVG TENURE
76 Employees
2 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Signal horizon Quantum Prime peak Focus quantum
Client Personas
Peak legacy
Investment Themes
Unison Delta signal
Investment Vehicles
Oak Crest eagle
Services
Frontier pathway Horizon
Owner & Executives
G
Gaurav Jaysinh Doshi
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(630) 405-8850
capital.meridian@deltacapital.com
in linkedin.com/in/element-atlas
A
Anu Ravi Jain
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(451) 419-7205
alpha.frontier@frontiercapital.com
in linkedin.com/in/focus-peak
V
Vector fusion
Meridian glacier focus
- CRD
- #48166
- Ownership
- 44.1%
(381) 894-5380
quantum.pathway@legacycapital.com
in linkedin.com/in/frontier-oak
Showing 2 of 4 owners & executives
Unlock allContacts
S
SWAPNIL VENKATRAO MADE
--
- CRD
- #8260112
(660) 960-1848
atlas.atlas@foundationcapital.com
in linkedin.com/in/foundation-crest
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,784,451 | $1,711,399 |
| Non-Discretionary | $2,622,620,525 | $1,986,834 |
| Total | $3,851,404,976 | $1,889,796 |
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Separately Managed Accounts
Total SMA Asset: $3,809,486,435
Other:
9.1% Equity - Exchange:
15.1% Private Funds:
22.6% Corporate - Investment Grade:
24.0% Equity - OTC:
7.6% Sovereign Bonds:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $244,051,264 | 9.1% |
| Equity - Exchange | $404,964,185 | 15.1% |
| Private Funds | $606,105,337 | 22.6% |
| Corporate - Investment Grade | $643,651,685 | 24.0% |
| Equity - OTC | $203,823,034 | 7.6% |
| Sovereign Bonds | $579,286,516 | 21.6% |
| Total | $2,681,882,021 | 100.0% |