Firm profile

360 ONE PORTFOLIO MANAGERS LIMITED

MUMBAICRD 307146Latest ADV August 12, 2025

360 One Portfolio Managers Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated August 12, 2025, reports $3.9B in regulatory assets under management, 76 employees, 1 office, and 2,038 accounts.

Assets Under Management
$3.9B
Employees
76
Offices
1 office
Total Clients
2,038
Primary office
MUMBAI
360 ONE CENTRE, KAMALA CITY, SENAPATI BAPAT MARG, LOWER PAREL, MUMBAI, India
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone+91 22 4876 5600
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOSonali A. Tendulkar

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

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

Client Coverage Demographics

Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
1,664
2
Corporations
9.6%
196
3
HNWI
7.1%
145
4
PARTNERSHIP, INSURANCE FUND
0.9%
19
5
Charitable
0.4%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.9Bas of August 12, 2025
Discretionary31.9%
$1.2B
32% of total RAUM31.9%
Non-discretionary68.1%
$2.6B
68% of total RAUM68.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$3.9B
Total Accounts2,038
10Y AUM Change+$3.5B (+1072.1%)

Employee Growth by Quarter

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

Total Employees76
Clients per Employee27:1
10Y Employee Change+70 (+1166.7%)

* 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.