{"url":"https://nivawealth.com/firms/one-investment-management-us-323617","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323617","regulatoryAum":10084914979,"crd":"323617","secFileNumber":"801-126888","legalName":"One Investment Management US LLC","displayName":"One Investment Management US","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"390 Park Avenue, 11th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"17 November 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":27,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10084914979,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":5},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":10084914979}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"One Investment Management US has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Rajeev Misra","title":"President and CEO","crd":"2169578"},{"name":"Jonathan Lay","title":"Chief Compliance Officer","crd":"6622858"},{"name":"Andrew Langham","title":"Chief Legal Officer and Secretary","crd":"4963153"},{"name":"Ioannis Pipilis","title":"Senior Managing Director","crd":"4792150"},{"name":"Munish Varma","title":"Senior Managing Director","crd":"7645745"}],"ownership":[{"label":"One Investment Management Group Uk LTD.","detail":"Owner in the 75% or more ownership band and a control person, since September 2022."},{"label":"GCT Capital Partners II LP","detail":"Indirect owner: a owner of One Investment Management Group Uk LTD. in the 75% or more band and a control person, since September 2022.","parent":"One Investment Management Group Uk LTD."},{"label":"Mahesh Holdings LTD","detail":"Indirect owner: a owner of GCT Capital Partners II LP in the 50% to 75% band and a control person, since October 2022.","parent":"GCT Capital Partners II LP"},{"label":"Rajeev Misra","detail":"Indirect owner: a owner of Mahesh Holdings LTD in the 75% or more band and a control person, since October 2022.","parent":"Mahesh Holdings LTD"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"390 Park Avenue, 11th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-222-9570","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323617/PDF/323617.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does One Investment Management US have?","answer":"One Investment Management US has 5 clients and manages $10.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does One Investment Management US offer?","answer":"One Investment Management US provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does One Investment Management US have?","answer":"One Investment Management US has 0 investment adviser representatives registered with state securities authorities, out of 27 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns One Investment Management US?","answer":"One Investment Management US is owned through a chain of holding companies by Rajeev Misra. Its direct owner is One Investment Management Group Uk LTD. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does One Investment Management US get paid?","answer":"One Investment Management US is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}