Onecapital Management Partners, LLC (New York)


Onecapital Management Partners, LLC is a large advisory firm based in New York. It manages $167 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008.

Onecapital Management Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Onecapital Management Partners: assets under management

The assets under management (AUM) of Onecapital Management Partners, LLC is $167 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $167 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Onecapital Management Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nac Re Corporation Shareholder 1 Jun 1985 75% - 100% 13-3297840
Exel Holdings Limited Shareholder 1 Jan 1990 75% - 100% foreign entity
Inc. X.L. America Shareholder 1 Oct 1997 75% - 100% 06-1516268
Xl Capital Ltd Shareholder 1 Mar 1998 75% - 100% 98-0191089
Xl Insurance (Bermuda) Ltd. Shareholder 1 Jan 2005 75% - 100% foreign entity
X.L. Financial Holdings (Ireland) Ltd. Shareholder 1 Dec 2005 75% - 100% foreign entity

Based in New York

The principal office where Onecapital Management Partners, LLC performs its advisory services is located at 153 East 53 Rd Street 59 Th Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-813-2501 or by fax 212-752-5112. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday.