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TO ONE ASSET MANAGEMENT

Legal name: TO ONE A.M. LLC

CRD 160117File 801-110027
APPROVED
Filing as of Mar 31, 2021
Feed vintage Aug 17, 2026
Regulatory AUM
$1.5M
Bottom 25% of cohort (national)
Discretionary AUM
$1.5M
Clients
0
12 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
HQ
Registration date
Mar 15, 2017
Principal office
TESLINA 10/II, HR-10000 ZAGREB, EU
Phone
+385 (1) 4875 050
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.5M
Discretionary AUM
$1.5M
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)TRANSACTION-BASED FEES (FOREIGN CLIENTS)
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.