{ "crd_number": 300914, "slug": "360-one-asset-management-limited-mumbai-maharashtra-300914", "primary_business_name": "360 ONE ASSET MANAGEMENT LIMITED", "legal_name": "360 ONE ASSET MANAGEMENT LIMITED", "dbas": [], "city": "Mumbai,maharashtra", "state": null, "country": "India", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-05-14", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-06-24", "carried_forward": false, "raum_total": 4310389443.0, "raum_discretionary": 4310389443.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 130, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 3473218.0, "count": 31, "description": "PARTNERSHIP, INSURANCE FUND" }, "charitable": { "raum": 59042.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 434354613.0, "count": 4541 }, "high_net_worth_individuals": { "raum": 69270019.0, "count": 7 }, "pooled_investment_vehicles": { "raum": 2054339901.0, "count": 13 }, "corporations_other_businesses": { "raum": 67298780.0, "count": 175 }, "sovereign_wealth_foreign_official": { "raum": 1681593870.0, "count": 5 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "NH", "TX" ], "websites": [ "https://360.one/asset/home" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300914", "city_as_filed": "MUMBAI,MAHARASHTRA", "url": "https://advisorcensus.com/firm/360-one-asset-management-limited-mumbai-maharashtra-300914", "display_name": "360 One Asset Management Limited", "summary": "360 One Asset Management Limited is an SEC-registered investment advisory firm in Mumbai,maharashtra, India, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.", "citation": "AdvisorCensus. 360 One Asset Management Limited (CRD 300914): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is 360 One Asset Management Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), 360 One Asset Management Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is 360 One Asset Management Limited located?", "a": "360 One Asset Management Limited's principal office is in Mumbai,maharashtra, India, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is 360 One Asset Management Limited registered with the SEC or a state?", "a": "360 One Asset Management Limited is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300914." }, { "q": "How much does 360 One Asset Management Limited manage?", "a": "360 One Asset Management Limited reports $4,310,389,443 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)." }, { "q": "How have 360 One Asset Management Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for 360 One Asset Management Limited: Regulatory assets under management: $4,777,756,996 in the October 2021 data and $4,310,389,443 in the October 2026 data, down 10%. Total employees: 117 in October 2021 and 130 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does 360 One Asset Management Limited serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,541); corporations or other businesses not listed above (175); other (31)." }, { "q": "Which custodians does 360 One Asset Management Limited use?", "a": "360 One Asset Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axis Bank Limited, HDFC Bank, HSBC Bank PLC, Icici Bank Limited, JP Morgan, Northern Trust Singapore, Orbis Financial Corporation Limited, Pictet & CIE (Europe) SA and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does 360 One Asset Management Limited report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300914" }, { "q": "What changed in 360 One Asset Management Limited's recent Form ADV filings?", "a": "In the July 2026 filing data: Regulatory assets under management went from $4,816,950,669 to $4,310,389,443 (-11%). Added an office in Mumbai." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4777756996.0, "total_employees": 117, "filing_date": "2021-06-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6295391014.0, "total_employees": 135, "filing_date": "2022-08-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 7138259186.0, "total_employees": 160, "filing_date": "2023-09-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 8688198521.0, "total_employees": 194, "filing_date": "2024-07-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4816950669.0, "total_employees": 129, "filing_date": "2025-07-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4310389443.0, "total_employees": 130, "filing_date": "2026-06-24" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Regulatory assets under management went from $4,816,950,669 to $4,310,389,443 (-11%).", "Added an office in Mumbai." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Axis Bank Limited", "name_as_filed": "AXIS BANK LIMITED", "affiliated": false }, { "name": "HDFC Bank", "name_as_filed": "HDFC BANK", "affiliated": false }, { "name": "HSBC Bank PLC", "name_as_filed": "HSBC BANK PLC", "affiliated": false }, { "name": "Icici Bank Limited", "name_as_filed": "ICICI BANK LIMITED", "affiliated": false }, { "name": "JP Morgan", "name_as_filed": "JP MORGAN", "affiliated": false }, { "name": "Northern Trust Singapore", "name_as_filed": "NORTHERN TRUST SINGAPORE", "affiliated": false }, { "name": "Orbis Financial Corporation Limited", "name_as_filed": "ORBIS FINANCIAL CORPORATION LIMITED", "affiliated": false }, { "name": "Pictet & CIE (Europe) SA", "name_as_filed": "PICTET & CIE (EUROPE) SA", "affiliated": false }, { "name": "State Street Bank and Trust Company", "name_as_filed": "STATE STREET BANK AND TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/360-one-asset-management-limited-mumbai-maharashtra-300914.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 4541, "fewer_than_5": false, "raum": 434354613.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 7, "fewer_than_5": false, "raum": 69270019.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 13, "fewer_than_5": false, "raum": 2054339901.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 59042.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 5, "fewer_than_5": false, "raum": 1681593870.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 175, "fewer_than_5": false, "raum": 67298780.0 }, { "type": "other", "label": "Other", "count": 31, "fewer_than_5": false, "raum": 3473218.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300914", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }