AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $8.7 |
| Non-Discretionary | $0.0 |
| Total | $8.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $6.5 |
| Institutional | $1.6 |
| Total | $8.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 6,705 | $0.6 |
| Average Individual AUM | $87,954 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 6,705 | $0.6 |
| Average Retail AUM | $93,697 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| JP MORGAN | MUMBAI--IND | $0.6 |
| ORBIS FINANCIAL CORPORATION LIMITED | MUMBAI--IND | $0.5 |
| STATE STREET BANK AND TRUST COMPANY | QUINCY-MA-USA | $0.3 |
| NORTHERN TRUST SINGAPORE | LONDON--GBR | $0.3 |
| HDFC BANK | MUMBAI--IND | $0.1 |
| PICTET & CIE (EUROPE) SA | LUXEMBOURG--LUX | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.2 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $1.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 96% | $2.1 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $2.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| 360 ONE PORTFOLIO MANAGERS LIMITED | $3.7 | 307146 | |
| 360 ONE INVESTMENT ADVISER AND TRUSTEE SERVICES LIMITED | $0.0 | trust company | - |
| 360 ONE ASSET TRUSTEE LIMITED | $0.0 | trust company | - |
| 360 ONE CAPITAL PTE LTD | $0.0 | 265789 | |
| 360 ONE PRIME LIMITED | $0.0 | broker-dealer | - |
| MAVM ANGELS NETWORK PRIVATE LIMITED | $0.0 | - | |
| 360 ONE CAPITAL (CANADA) LIMITED | $0.0 | broker-dealer | - |
| 360 ONE ASSET MANAGEMENT (MAURITIUS) LIMITED | $0.0 | - | |
| 360 ONE PRIVATE WEALTH (DUBAI) LIMITED | $0.0 | broker-dealer | - |
| 360 ONE DISTRIBUTION SERVICES LIMITED | $0.0 | broker-dealer | - |
| 360 ONE WAM LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
12 active
| Name | Title |
|---|---|
| MAHESHWARI, ANUP, PRATAPSINGH | CHIEF INVESTMENT OFFICER & WHOLE TIME DIRECTOR |
| BIWAS, PRIYA, PRADIP | CHIEF FINANCIAL OFFICER |
| TENDULKAR, SONALI | CHIEF COMPLIANCE OFFICER |
| KUMAR, SHARADINDU | DIRECTOR |
| MODI, JIGNESH, BHUPENDRA | HEAD - COMPLIANCE |
| SETHURATHNAM, RAVI | DIRECTOR |
| GANESH, RADHAKRISHNAN | LEAD-OPERATIONS |
| BHAGAT, KARAN | DIRECTOR |
| MATHUR, GEETA | DIRECTOR |
| KAUL, ANIL | DIRECTOR |
| PAI, ANITA | DIRECTOR |
ADVDB.CO • SOURCE: SEC
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MEHUL JANI | MUMBAI,MAHARASHTRA | CHARTERED FINANCIAL ANALYST | |||||||
| ANUP MAHESHWARI | MUMBAI,MAHARASHTRA | ||||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $8.7 | $0.0 | 0% | 194 | 0 | 0% |
| 2025-04-21 | $8.7 | $0.0 | 0% | 194 | 0 | 0% |
| 2024-04-02 | $7.1 | $1.5 | 22% | 160 | 34 | 21% |
| 2023-04-04 | $6.3 | $2.4 | 38% | 135 | 59 | 44% |
| 2022-04-01 | $4.8 | $3.9 | 82% | 117 | 77 | 66% |
| 2021-04-05 | $2.8 | $5.8 | 206% | 113 | 81 | 72% |
| 2020-04-01 | $2.6 | $6.1 | 238% | 98 | 96 | 98% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA-05/14/2019, TX-05/14/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV