360 One Portfolio Managers Limited
Registered investment adviser · Mumbai · CRD #307146
Form ADV data as of 2026-09-01Regulatory assets
$3.65 billion
Total accounts
2,096
Employees
72
Disclosure events
0
Firm details
- Telephone: +91 22 4876 5600
- SEC file number: 801-118325
- Most recent Form ADV filing: 2026-06-24
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.18 billion |
| Non-discretionary regulatory assets under management | $2.46 billion |
| Total regulatory assets under management | $3.65 billion |
| Discretionary accounts | 615 |
| Non-discretionary accounts | 1,481 |
| Total accounts | 2,096 |
| Regulatory assets under management attributable to non-U.S. persons | $3.61 billion |
People
| Total employees (excluding clerical) | 72 |
| Employees performing investment advisory functions (including research) | 2 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $10.5 million |
| Clients for whom the firm has custody | 2 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $10.5 million |
| Clients for whom a related person has custody | 2 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys securities from or sells securities to advisory clients (principal transactions)
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Executes agency cross transactions involving advisory client securities
- Recommends securities for which it serves as underwriter or general partner
- Brokers or dealers selected under 8.C.(3) are related persons
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,699 | $1.60 billion |
| High net worth individuals | 121 | $1.75 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 5 | $38.2 million |
| Charitable organizations | 9 | $24.9 million |
| Corporations or other businesses not listed above | 234 | $167.1 million |
| Other | 28 | $70.1 million |