Firm profile

ONEPRIME CAPITAL

PALO ALTO, CACRD 299697Latest ADV March 30, 2026

Oneprime Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 30, 2026, reports $892M in regulatory assets under management, 10 employees, and 18 accounts.

Assets Under Management
$892M
Employees
10
Offices
--
Total Clients
18
Primary office
PALO ALTO, CA
505 HAMILTON AVENUE, SUITE 300, PALO ALTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOConstance J. Paiement
CFOConstance J. Paiement
COOMarc S. Yi

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
18

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$892Mas of March 30, 2026
Discretionary100.0%
$892M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$892M
Total Accounts18
10Y AUM Change+$651M (+270.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee2:1
10Y Employee Change+8 (+400.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.