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O'NEIL GLOBAL ADVISORS, INC.
CRD 308150 · SEC 801-119966
12655 BEATRICE STREET, LOS ANGELES, CA, 90066, United States
Phone
310-448-6800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.9M
Discretionary AUM
$401.9M
Team
40 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $41.6M |
| Charitable organizations | 1 | $37.2M |
| Corporations/business entities | 8 | $323.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD