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Onewelth Inc

● SEC registered since 2023CRD 325277SEC# 801-127559New York, NY
Export (members)
Ranks #5,534 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$85.7M
Fund GAV
$40.8M
Private funds
1
Employees
2
Accounts
6
Location
New York, NY

Onewelth Inc assets under management

Onewelth Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $85.7 million in regulatory assets under management and employs 2 people. Onewelth Inc manages 1 private fund with combined gross assets of $40.8 million, including Mva Green Mountain Fund LLC. By regulatory assets, it ranks 5,534 of 5,911 private fund managers.

Onewelth Inc private funds

1 funds · $40.8M GAV
FundTypeGross assetsMin.
Mva Green Mountain Fund LLCOther Private$40.8M

Onewelth Inc owners & executives

2 reported
NameTitleOwnershipSince
Gaurav K Mirchandani ControlSecretary25-50%2023
Kishore Hiranand Mirchandani ControlPresident / Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Onewelth Inc manage?

Onewelth Inc reports $85.7 million in regulatory assets under management on its Form ADV.

How many private funds does Onewelth Inc manage?

Onewelth Inc manages 1 private funds with combined gross assets of $40.8 million.

How many employees does Onewelth Inc have?

Onewelth Inc reports 2 employees.

Where is Onewelth Inc located?

Onewelth Inc is based in New York, NY and has been SEC-registered since 2023.

Does Onewelth Inc disclose fund performance?

Onewelth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Park Avenue, 2nd Floor, New York, NY 10022
Phone212-750-0718
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$47.6M
Non-discretionary$38M
Total (RAUM)$85.7M

Service providers

Auditor