ONEPRIME CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$892M
Discretionary
$892M
100% of AUM
Avg account
$49.6M
Accounts
18
Employees
10
Advisory reps
3

Firm details

Headquarters
PALO ALTO, California
CRD number
299697
Registered since
April 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oneprime Capital is a privately organized investment manager that operates as a limited liability company and positions itself as a private equity fund adviser to institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it often serves as sponsor, general partner and managing member of those vehicles. That setup indicates Oneprime Capital both organizes pooled funds and takes an active management role in selecting and overseeing underlying private investments. The firm is geared to institutional capital and runs a fee model that combines a percentage-of-AUM management fee with performance-based fees. Oneprime Capital is not identified as an active ESG investor and does not present itself as a multi-state adviser. Its registration with the SEC dates to 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CONSTANCE PAIEMENT

    CFO & CCOCRD 4712689

Contacts

2 of 2
  • RAJ GOLLAMUDI

    Managing PartnerCRD 2801407

  • MARC YI

    Managing PartnerCRD 7051107

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
505 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth