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ASSET MANAGEMENT ONE USA INC.
CRD 108982File 801-54930
APPROVED
Custody
Disclosure events
Filing as of May 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.90B
Top 25% of cohort (national)
Discretionary AUM
$2.90B
Clients
7
15 accounts
Employees
32
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 3, 1997
- Principal office
- 250 PARK AVENUE, 12TH FLOOR, NEW YORK, NY, 10177
- Phone
- 212-350-7650
- Website
- HTTP://WWW.AM-ONE-USA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.90B
- Discretionary AUM
- $2.90B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $413.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $2.25B |
| Other investment advisers | Fewer than 5 | $453.4M |
| Pooled investment vehicles | 5 | $190.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — REFER TO SCHEDULE D - MISCELLANEOUS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
- Q11H2
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 43 | 32 | decreased by11 |
| Apr 1, 2026 | Clients | 13 | 7 | decreased by6 |
| Apr 1, 2026 | AUM | $7,299,415,681 | $2,895,930,826 | decreased by$4,403,484,855 |
| Apr 1, 2026 | Accounts | 26 | 15 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 43 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 13 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,054,614,647 | $7,299,415,681 | increased by$244,801,034 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 26 | decreased by10 |
| Apr 1, 2022 | Employees | 52 | 50 | decreased by2 |
| Apr 1, 2022 | Clients | 27 | 18 | decreased by9 |
| Apr 1, 2022 | AUM | $9,519,547,471 | $7,054,614,647 | decreased by$2,464,932,824 |
| Apr 1, 2022 | Accounts | 45 | 36 | decreased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSET MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.