Wealth manager, independent · Mumbai, India
360 One Portfolio Managers Limited
SEC-registered investment adviser · CRD 307146 · SEC 801-118325
At a glance
360 One Portfolio Managers Limited is an SEC-registered investment adviser based in Mumbai, India, with $3.6 billion in regulatory assets under management as of its Form ADV filed June 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,820 individual clients. By Form ADV it is a wealth manager, ranked 439th of 8,915 wealth managers and 2,540th of 17,210 SEC-registered advisers by assets.
Main office +912248765600As filed on Form ADV
- Regulatory AUM
- $3.6B
- Rank among wealth managers
- #439 of 8,915
- Rank among all SEC RIAs
- #2,540 of 17,210
- Individual clients
- 1,820
- High-net-worth clients
- 121
- Accounts
- 2,096
- Discretionary
- 32% of AUM
- Employees
- 72
- Advisory staff
- 2
- Offices
- 3
Owners and executives on its Form ADV
- Yatin P. ShahDirector
- Sonali A. TendulkarChief Compliance Officer
- Anu R. JainDirector
- Gaurav J. DoshiDirector
Custody and brokerage
4 custodians
- Hdfc Bank$3.4B94%
- HSBC$172M5%
- Orbis Financial Corporation Limited$33M<1%
- Icici Bank$2M<1%
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: 360 One Capital (canada) Limited, 360 One Capital Market Private Limited, 360 One Distribution Services Limited, 360 One Inc., 360 One Prime LTD, 360 One Private Wealth (dubai) Limited, 360 One Treasury Solutions Private Limited and Banayantree Services Limited.
- 360 One Capital (canada) Limited
- 360 One Capital Market Private Limited
- 360 One Distribution Services Limited
- 360 One Inc. ↗CRD 329291
- 360 One Prime LTD
- 360 One Private Wealth (dubai) Limited
- 360 One Treasury Solutions Private Limited
- Banayantree Services Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 121 | $1.7B | 48% |
| Individuals | 1,699 | $1.6B | 44% |
| Corporations or other businesses | 234 | $167M | 5% |
| Other | 28 | $70M | 2% |
| Pooled investment vehicles | 5 | $38M | 1% |
| Charitable organizations | 9 | $25M | <1% |
Private funds
360 One Portfolio Managers Limited reports 2 private funds with $11M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
360 One Portfolio Managers Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on 360 One Portfolio Managers Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,126 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does 360 One Portfolio Managers Limited manage?
360 One Portfolio Managers Limited reports $3.6 billion in regulatory assets under management across 2,096 accounts, 32% of it on a discretionary basis, on its Form ADV filed June 24, 2026.
What kind of firm is 360 One Portfolio Managers Limited?
360 One Portfolio Managers Limited is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are 360 One Portfolio Managers Limited’s clients?
By assets, its largest client types are high-net-worth individuals ($1.7 billion, 121 clients); individuals ($1.6 billion, 1,699 clients); corporations or other businesses ($167 million, 234 clients).
Does 360 One Portfolio Managers Limited manage private funds?
Yes. It reports 2 private funds with $11 million in gross assets, including other private funds.
Does 360 One Portfolio Managers Limited have any disciplinary history?
360 One Portfolio Managers Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 360 One Portfolio Managers Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →