AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $2.7 |
| Total | $3.7 |
| Client | AUM |
|---|---|
| Retail | $3.5 |
| Pooled | $0.1 |
| Institutional | $0.2 |
| Total | $3.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,536 | $1.1 |
| Average Individual AUM | $726,353 | |
| HNW | 164 | $2.4 |
| Average HNW AUM | $14,353,384 | |
| Retail Total | 1,700 | $3.5 |
| Average Retail AUM | $2,040,961 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| HDFC BANK | MUMBAI, MAHARASHTRA--IND | $3.0 |
| ICICI BANK | MUMBAI--IND | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.7 |
| Retail SMA AUM | $3.5 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 14% | $0.5 |
| Equity Non-Exch | 2% | $0.1 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 1% | $0.0 |
| IG Credit | 8% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 7% | $0.3 |
| Cash | 4% | $0.1 |
| Other | 64% | $2.3 |
| Total | 100% | $3.7 |
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 ASSET MANAGEMENT LIMITED | $8.7 | 300914 | |
| 360 ONE CAPITAL PTE LTD | $0.0 | 265789 | |
| 360 ONE PRIVATE WEALTH (DUBAI) LIMITED | $0.0 | broker-dealer | - |
| 360 ONE DISTRIBUTION SERVICES LIMITED | $0.0 | broker-dealer | - |
| 360 ONE ASSET TRUSTEE LIMITED | $0.0 | trust company | - |
| 360 ONE ASSET MANAGEMENT (MAURITIUS) LTD | $0.0 | - | |
| 360 ONE WAM LIMITED | $0.0 | - | |
| 360 ONE CAPITAL (CANADA) LIMITED | $0.0 | broker-dealer | - |
| 360 ONE INVESTMENT ADVISER AND TRUSTEE SERVICES LIMITED | $0.0 | trust company | - |
| 360 ONE PRIME LTD | $0.0 | broker-dealer | - |
| MAVM ANGELS NETWORK PRIVATE LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHETAN PALTA | MUMBAI | ||||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.7 | $0.0 | 0% | 97 | 0 | 0% |
| 2025-04-21 | $3.7 | $0.0 | 0% | 97 | 0 | 0% |
| 2024-04-02 | $3.3 | $0.4 | 13% | 97 | 0 | 0% |
| 2023-04-04 | $3.3 | $0.4 | 13% | 70 | 27 | 39% |
| 2022-04-01 | $3.1 | $0.6 | 18% | 56 | 41 | 73% |
| 2021-04-05 | $2.5 | $1.3 | 51% | 53 | 44 | 83% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX-08/14/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REAL ESTATE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV