{
  "crd_number": 307146,
  "slug": "360-one-portfolio-managers-limited-mumbai-307146",
  "primary_business_name": "360 ONE PORTFOLIO MANAGERS LIMITED",
  "legal_name": "360 ONE PORTFOLIO MANAGERS LIMITED",
  "dbas": [],
  "city": "Mumbai",
  "state": null,
  "country": "India",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-28",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 3648918271.0,
  "raum_discretionary": 1184655463.0,
  "raum_non_discretionary": 2464262808.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 72,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 70136613.0,
      "count": 28,
      "description": "PARTNERSHIP, INSURANCE FUND"
    },
    "charitable": {
      "raum": 24909852.0,
      "count": 9
    },
    "individuals": {
      "raum": 1600458047.0,
      "count": 1699
    },
    "high_net_worth_individuals": {
      "raum": 1748124320.0,
      "count": 121
    },
    "pooled_investment_vehicles": {
      "raum": 38187362.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 167102077.0,
      "count": 234
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "NJ",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307146",
  "city_as_filed": "MUMBAI",
  "url": "https://advisorcensus.com/firm/360-one-portfolio-managers-limited-mumbai-307146",
  "display_name": "360 One Portfolio Managers Limited",
  "summary": "360 One Portfolio Managers Limited is an SEC-registered investment advisory firm in Mumbai, India, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. 360 One Portfolio Managers Limited (CRD 307146): 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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is 360 One Portfolio Managers Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 360 One Portfolio Managers 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 Portfolio Managers Limited located?",
      "a": "360 One Portfolio Managers Limited's principal office is in Mumbai, India, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 360 One Portfolio Managers Limited registered with the SEC or a state?",
      "a": "360 One Portfolio Managers Limited is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307146."
    },
    {
      "q": "How much does 360 One Portfolio Managers Limited manage?",
      "a": "360 One Portfolio Managers Limited reports $3,648,918,271 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (32% discretionary)."
    },
    {
      "q": "How have 360 One Portfolio Managers Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 360 One Portfolio Managers Limited: Regulatory assets under management: $3,142,877,040 in the October 2021 data and $3,648,918,271 in the October 2026 data, up 16%. Total employees: 56 in October 2021 and 72 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 Portfolio Managers Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,699); corporations or other businesses not listed above (234); high net worth individuals (121)."
    },
    {
      "q": "Which custodians does 360 One Portfolio Managers Limited use?",
      "a": "360 One Portfolio Managers Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists HDFC Bank, HSBC, Icici Bank and Orbis Financial Corporation Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 360 One Portfolio Managers 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/307146"
    },
    {
      "q": "What changed in 360 One Portfolio Managers Limited's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added an office in Hyderabad. Added an office in Mumbai, Maharashtra. No longer lists an office in New Delhi."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3142877040.0,
      "total_employees": 56,
      "filing_date": "2021-07-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3286004481.0,
      "total_employees": 70,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3299097970.0,
      "total_employees": 97,
      "filing_date": "2023-06-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3714856462.0,
      "total_employees": 97,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3851404976.0,
      "total_employees": 85,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3648918271.0,
      "total_employees": 72,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in Hyderabad.",
        "Added an office in Mumbai, Maharashtra.",
        "No longer lists an office in New Delhi."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "HDFC Bank",
      "name_as_filed": "HDFC BANK",
      "affiliated": false
    },
    {
      "name": "HSBC",
      "name_as_filed": "HSBC",
      "affiliated": false
    },
    {
      "name": "Icici Bank",
      "name_as_filed": "ICICI BANK",
      "affiliated": false
    },
    {
      "name": "Orbis Financial Corporation Limited",
      "name_as_filed": "ORBIS FINANCIAL CORPORATION LIMITED",
      "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-portfolio-managers-limited-mumbai-307146.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1699,
      "fewer_than_5": false,
      "raum": 1600458047.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 121,
      "fewer_than_5": false,
      "raum": 1748124320.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 38187362.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 24909852.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 234,
      "fewer_than_5": false,
      "raum": 167102077.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 28,
      "fewer_than_5": false,
      "raum": 70136613.0
    }
  ],
  "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/307146",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}