ONEWELTH INC
Adviser information for ONEWELTH INC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 15 | $47.3M |
Non-Discretionary | 0 | $0 |
Total | 15 | $47.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $6.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $40.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)FAMILY OFFICE; SPV CONSULTING SERVICES |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-127559 |
---|---|
SEC ERA File Number | 801-127559 |
SEC CIK Numbers | None |
SEC CRD Numbers | 325277 |
Legal Entity Identifier | None |
Principal Office
780 THIRD AVENUE LEVEL C1NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-750-0718, Fax: None
Chief Compliance Officer
KISHORE MIRCHANDANI
PRESIDENT
780 THIRD AVENUE LEVEL C1
NEW YORK
NY
United States
Tel:
212-750-0718
K******@***********M
(Full email address available in API data)
Regulatory Contact
GAURAV MIRCHANDANI
SECRETARY
780 THIRD AVENUE LEVEL C1
NEW YORK
NY
United States
Tel:
212-750-0718
G*****@***********M
(Full email address available in API data)
Industry Affiliates
MVA GREEN MOUNTAIN FUND LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
MVA GREEN MOUNTAIN FUND LLC | INVESTMENT IN PUBLIC SECURITIES | $40.8M | $0.0M | 6 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MIRCHANDANI, KISHORE, HIRANAND | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 01/2023 | > 75% |
MIRCHANDANI, GAURAV, K | Individual | – | SECRETARY | 01/2023 | 25-50% |