Adviser Profile
| As of Date | 04/02/2026 |
| Registration status | Registration Changed to ONE FUNDS, LLC |
| ADV Location | COLORADO SPRINGS, CO, United States |
| Contact Info | 719 xxxxxxx |
| Websites |
| AUM* | 507,230,964 |
| of that, discretionary | 57,184,251 |
| Number of Employees | 14 -22% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 169,076,988 |
| SMA’s | No |
| Private Funds | 0 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
450M
386M
321M
257M
193M
129M
64M
2024
2025