LP Profile

One Capital Management

Multi Family Office (MFO)Westlake Village, United States
$3.0B
Assets Under Management
Westlake Village
Headquarters
Investment Focus

About One Capital Management

Founded in 2001, One Capital Management brings together a diverse group of founding partners hailing from Canada, Sweden and the United States. Guided by the vision of building an investment advisory firm based on a fiduciary model - at the forefront of our core values is our commitment to honesty, integrity and always putting our clients' interests first. Over the years, our firm has grown to 51 professionals who are dedicated to serving roughly 1,500 clients' consisting of individuals, families, institutions, and foundations. We now manage approximately $3 billion in assets.

Preferred Investment Types

Direct InvestingLong-Term InvestmentsPhilanthropyPrivate EquityShort-Term Investments

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsCommercial Property Acquisition & DevelopmentDebt ManagementDiversified Finance ConsultingETFsHedge FundsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingRetirement PlanningSuperannuation/Pension FundsTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinancial ServicesFinanceHigh-Level Sectors

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to One Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$8.5B
Total Clients
10,969
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is One Capital Management?

One Capital Management is a multi family office (mfo) based in Westlake Village, United States, managing approximately $3.0B in assets.

Where is One Capital Management headquartered?

One Capital Management is headquartered in Westlake Village, United States.

How much does One Capital Management manage?

One Capital Management manages approximately $3.0B in assets under management.

What does One Capital Management invest in?

One Capital Management focuses on Direct Investing, Long-Term Investments, Philanthropy, Private Equity, Short-Term Investments, Capital Markets, Charitable Investments, Commercial Property Acquisition & Development.

How can I contact One Capital Management?

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