ONE CAPITAL PARTNERS LLC

Adviser information for ONE CAPITAL PARTNERS LLC last updated from Form ADV on March 29th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Nevada, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
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 businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129092
SEC ERA File Number 801-129092
SEC CIK Numbers None
SEC CRD Numbers 328939
Legal Entity Identifier None

Principal Office

3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE
CA
United States
Monday - Friday, 7:00 AM - 5:00 PM
Tel: 805-409-8150, Fax: 805-870-7677

Chief Compliance Officer

NICOLAS MCDONALD
3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE
CA
United States
Tel: 805-409-8150
Fax: 805-870-7677
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCDONALD, DONALD, HUGH Individual MANAGING MEMBER 10/2023 > 75%
MCDONALD, NICHOLAS, HUGH Individual CCO 11/2023 < 5%

No. Employees, Historic

10502023202420251 on 10/23/20231 on 11/30/20231 on 3/29/2024

RAUM, Historic

000202320240 on 10/23/20230 on 11/30/2023