LOS ANGELES, CACRD 308150Latest ADV March 20, 2026
O'Neil Global Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 20, 2026, reports $402M in regulatory assets under management, 40 employees, 1 office, and 87 accounts.
Assets Under Management
$402M
Employees
40
Offices
1 office
Total Clients
11
Primary office
LOS ANGELES, CA
12655 BEATRICE STREET, LOS ANGELES, CA, United States
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 segmentCorporations represent 72.7% of total clients.
Top client categories% of clientsClients
1
Corporations
72.7%
8
2
Pooled Investment Vehicles
18.2%
2
3
Charitable
9.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$402Mas of March 20, 2026
Discretionary100.0%
$402M
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$402M
Total Accounts87
10Y AUM Change+$323M (+410.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee0:1
10Y Employee Change+1 (+2.6%)
* 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.