# 360 One Portfolio Managers Limited > 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. - CRD: 307146 - Filed as: 360 ONE PORTFOLIO MANAGERS LIMITED - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Mumbai, India - Filing period: October 2026 - Form ADV filing dated: June 24, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307146 - AdvisorCensus page: https://advisorcensus.com/firm/360-one-portfolio-managers-limited-mumbai-307146 ## Quick answers **How is 360 One Portfolio Managers Limited compensated?** 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. **Where is 360 One Portfolio Managers Limited located?** 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). **Is 360 One Portfolio Managers Limited registered with the SEC or a state?** 360 One Portfolio Managers Limited is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307146. **How much does 360 One Portfolio Managers Limited manage?** 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). **How have 360 One Portfolio Managers Limited's assets and staff changed since 2021?** 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. **What types of clients does 360 One Portfolio Managers Limited serve?** 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). **Which custodians does 360 One Portfolio Managers Limited use?** 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. **Does 360 One Portfolio Managers Limited report any disciplinary disclosures?** 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 **What changed in 360 One Portfolio Managers Limited's recent Form ADV filings?** 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. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) - Performance-based fees ### Custodians (Schedule D, Section 5.K(3)) - HDFC Bank - HSBC - Icici Bank - Orbis Financial Corporation Limited 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. ### Regulatory assets under management (Item 5.F) - Total: $3,648,918,271 - Discretionary: $1,184,655,463 - Non-discretionary: $2,464,262,808 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 1,699 | $1,600,458,047 | | High net worth individuals | 121 | $1,748,124,320 | | Pooled investment vehicles (other than investment companies and business development companies) | 5 | $38,187,362 | | Charitable organizations | 9 | $24,909,852 | | Corporations or other businesses not listed above | 234 | $167,102,077 | | Other | 28 | $70,136,613 | ### Advisory services (Item 5.G) - 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) ### Firm details - Registered since: 2020 (6 years) - Employees: 72 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: MA, NH, NJ, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the July 2026 filing - Hyderabad - Mumbai, Maharashtra ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $3,142,877,040 | 56 | July 7, 2021 | | October 2022 | $3,286,004,481 | 70 | June 28, 2022 | | October 2023 | $3,299,097,970 | 97 | June 20, 2023 | | October 2024 | $3,714,856,462 | 97 | September 25, 2024 | | October 2025 | $3,851,404,976 | 85 | June 30, 2025 | | October 2026 | $3,648,918,271 | 72 | June 24, 2026 | 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. ## Changes in the filing (last 12 months) ### July 2026 - Added an office in Hyderabad. - Added an office in Mumbai, Maharashtra. - No longer lists an office in New Delhi. ### December 2025 - Employees performing advisory functions went from 1 to 2. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 360 One Portfolio Managers Limited (CRD 307146): Form ADV filing data as of October 2026.