{
  "crd_number": 323617,
  "slug": "one-investment-management-us-llc-new-york-ny-323617",
  "primary_business_name": "ONE INVESTMENT MANAGEMENT US LLC",
  "legal_name": "ONE INVESTMENT MANAGEMENT US LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-11-17",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 10084914979.0,
  "raum_discretionary": 10084914979.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 27,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 10084914979.0,
      "count": 5
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/oneim/about",
    "https://oneimgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323617",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/one-investment-management-us-llc-new-york-ny-323617",
  "display_name": "One Investment Management US LLC",
  "summary": "One Investment Management US LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. One Investment Management US LLC (CRD 323617): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is One Investment Management US LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), One Investment Management US LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is One Investment Management US LLC located?",
      "a": "One Investment Management US LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is One Investment Management US LLC registered with the SEC or a state?",
      "a": "One Investment Management US LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323617."
    },
    {
      "q": "How much does One Investment Management US LLC manage?",
      "a": "One Investment Management US LLC reports $10,084,914,979 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have One Investment Management US LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for One Investment Management US LLC: Regulatory assets under management: $6,802,157,360 in the October 2023 data and $10,084,914,979 in the October 2026 data, up 48%. Total employees: 14 in October 2023 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does One Investment Management US LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does One Investment Management US LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323617"
    },
    {
      "q": "What changed in One Investment Management US LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $8,225,143,665 to $10,084,914,979 (+23%). Employees performing advisory functions went from 13 to 15."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6802157360.0,
      "total_employees": 14,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6802157360.0,
      "total_employees": 17,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8225143665.0,
      "total_employees": 25,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10084914979.0,
      "total_employees": 27,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $8,225,143,665 to $10,084,914,979 (+23%).",
        "Employees performing advisory functions went from 13 to 15."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/one-investment-management-us-llc-new-york-ny-323617.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10084914979.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/323617",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}