O'NEIL GLOBAL ADVISORS, INC.

Overview

O'Neil Global Advisors, Inc. is organized as a corporation and operates as a hedge fund adviser focused on institutional clients. The firm registered with the SEC in 2020 and reports ownership that includes both a foreign entity and an individual. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Compensation follows a combination of percentage-of-AUM and performance-based fees, consistent with an active, performance-linked hedge fund model. The firm lists industry affiliations that include broker-dealer activity and functioning as an investment adviser. It does not identify as an active ESG investor and is not a multi-state adviser under its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives