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360 ONE PORTFOLIO MANAGERS LIMITED
CRD 307146File 801-118325
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.65B
Top 25% of cohort (national)
Discretionary AUM
$1.18B
Non-discretionary $2.46B
Clients
2,068
2,096 accounts
Employees
72
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 28, 2020
- Principal office
- 360 ONE CENTRE, KAMALA CITY, SENAPATI BAPAT MARG,, LOWER PAREL, MUMBAI, 400013
- Phone
- +91 22 4876 5600
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.65B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $2.46B
- Discretionary accounts
- 615
- Non-discretionary accounts
- 1,481
- Total accounts
- 2,096
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 234 | $167.1M |
| Charitable organizations | 9 | $24.9M |
| High net worth individuals | 121 | $1.75B |
| Pooled investment vehicles | 5 | $38.2M |
| Individuals (other than high net worth individuals) | 1,699 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,096 | 2,068 | decreased by28 |
| Jul 1, 2026 | Employees | 76 | 72 | decreased by4 |
| Jul 1, 2026 | Clients | 2,038 | 2,096 | increased by58 |
| Jul 1, 2026 | AUM | $3,851,404,976 | $3,648,918,271 | decreased by$202,486,705 |
| Jul 1, 2026 | Accounts | 2,038 | 2,096 | increased by58 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 97 | 76 | decreased by21 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,914 | 2,038 | increased by124 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,714,856,462 | $3,851,404,976 | increased by$136,548,514 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,914 | 2,038 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 70 | 97 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,753 | 1,914 | increased by161 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,286,004,481 | $3,714,856,462 | increased by$428,851,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,753 | 1,914 | increased by161 |
| Jul 1, 2022 | Employees | 56 | 70 | increased by14 |
| Jul 1, 2022 | Clients | 1,512 | 1,753 | increased by241 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “360 ONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“360 ONE” 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.

