Investment adviser · CRD 328939

ONE CAPITAL PARTNERS LLC

Investment adviser filing (IA)

WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 29, 2024

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2024. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

3075 TOWNSGATE ROAD, SUITE 350
WESTLAKE VILLAGE, CA, 91361, United States

CRD 328939

Filing source

Form ADV 1849463 · Mar 29, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.