O'neil Global Advisors, Inc.
O'neil Global Advisors, Inc. is an SEC-registered asset manager in Los Angeles, CA with $401.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns O'neil Global Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308150, SEC 801-119966, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $401.9M (2026-05-04)
- Firm type
- Asset Manager
- Location
- Los Angeles, CA
- Employees
- 40
- Clients
- 11
- CRD
- 308150
- Ownership
- LEE, JOANNA, BOGUMILA; BIRCH, STEVEN, LAWRENCE; GRACZK, CHRISTOPHER, FRANCIS; WATTS, BRUCE, RANDALL; ERICKSON, PATRICK, MARTIN
How much AUM does O'neil Global Advisors, Inc. have?
O'neil Global Advisors, Inc. reported $401.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns O'neil Global Advisors, Inc.?
Disclosed owners and executives of O'neil Global Advisors, Inc. include LEE, JOANNA, BOGUMILA, BIRCH, STEVEN, LAWRENCE, GRACZK, CHRISTOPHER, FRANCIS, WATTS, BRUCE, RANDALL, ERICKSON, PATRICK, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.