Investment adviser · CRD 106766

ONEDIGITAL

Investment adviser filing (IA)

ONEDIGITAL INVESTMENT ADVISORS LLC

OVERLAND PARK, KS, United States · Form ADV filed Apr 1, 2026

Regulatory AUM: $155B
Client accounts: 40,469
Employees: 648
Advisory professionals: 367

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	5,160	$139,264,073,765	89.6%
High-net-worth individuals	3,846	$12,479,767,426	8.0%
Individuals	9,087	$2,864,858,478	1.8%
Corporations & businesses	88	$651,438,374	0.4%
Charities	22	$149,539,372	0.1%

Filing source

Form ADV 2088317 · Apr 1, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

PALM TREE PARTNERS, LPHedge Fund · Last reported Jul 19, 2024$49.4MGross asset value

Form D fundraising filings

Palm Tree Partners LP

Fund administrator ALPS FUND SERVICES DENVER, Colorado, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor MOSS ADAMS LLP DALLAS, Texas, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Custodian PNC BANK, NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MOSS ADAMS LLP
PCAOB 659

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

PNC BANK, NATIONAL ASSOCIATION
LEI AD6GFRVSDT01YPT1CS68

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-8728412024
Reported beneficial owners: 25
Minimum commitment: $250K
Form D file number: 021-98998

Form ADV 1889764 · Jul 19, 2024 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

11101 SWITZER ROAD, SUITE 200
OVERLAND PARK, KS, 66210, United States

CRD 106766

Filing source

Form ADV 2088317 · Apr 1, 2026 · 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.