O'Neil Global Advisors, Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 308150
- Registered since
- December 17, 2020
- Website
- www.oneilglobaladvisors.com
- Custodians
- INTERACTIVE BROKERS LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses80.4%
- Pooled Investment Vehicles10.34%
- Charitable Organizations9.26%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
O'Neil Global Advisors, Inc. is a corporation registered as an investment adviser in 2020 and operates with a hedge fund-style structure. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its compensation combines a percentage-of-assets fee with performance-based fees. The adviser is not positioned as an ESG investor, does not report multi-state advisory operations, and is not described as a capital allocator. Ownership is reported as a mix of a foreign entity and an individual, and the firm lists affiliations that include broker-dealer relationships and other advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 4Jose Olivas
Chief Finance OfficerCRD 8058711
Christopher Graczk
Chief Operating OfficerCRD 7241540
Alexander Masotti
General Counsel & Chief Compliance OfficerCRD 6375390
Contacts
1 of 1Patrick Erickson
Director of Data ScienceCRD 4849585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$13.7M in ETFs
100%
$13.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $8.7M | 11,803 | 63.39% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 12655 Beatrice St
- Time zone
- PT (UTC-8)
- Office locations
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