Updated:
One Capital Partners
Founded in 2023 and headquartered in Westlake Village, California, One Capital Partners operates as a registered investment adviser serving the wealth...
One Capital Partners
Founded in 2023 and headquartered in Westlake Village, California, One Capital Partners operates as a registered investment adviser serving the wealth management needs of high-net-worth individuals, trusts, estates, and retirement plan sponsors. The firm's principal(s) remain undisclosed in available public records, though the entity's Form ADV filing with the SEC confirms it operates as a fiduciary adviser providing portfolio management and asset allocation services. Westlake Village anchors the firm in a market that straddles Los Angeles and Ventura counties, home to a concentration of private wealth and closely held businesses. The firm's strategy centers on advisory services—portfolio construction, ongoing monitoring, and asset allocation—rather than proprietary fund management or direct deal origination. Available filings do not specify the asset-class mix or disclose individual portfolio holdings. One Capital Partners serves a client base that includes individuals, high-net-worth households, trusts, estates, 401(k) plans, and individual retirement accounts, indicating a broad retail-to-affluent mandate rather than a concentrated single-family pool of capital. The geographic footprint, based on its sole Westlake Village office, is likely concentrated in Southern California. One Capital Partners filed its initial SEC registration as an investment adviser in early 2023, establishing its regulatory posture as a fiduciary rather than a broker-dealer (per the firm's Form ADV, 2023). The total number of professionals, assets under management, and any adjacent vehicles—such as affiliated philanthropic structures or separate operating businesses—are not publicly disclosed. No promotional fund structures or club-deal vehicles have been cited in the firm's regulatory filings, consistent with a service-model advisory practice rather than an asset-gathering private fund manager. Structurally, the firm's most notable differentiator is its relatively recent market entry as a fiduciary registered investment adviser rather than a broker-dealer or insurance-affiliated practice. This posture subjects One Capital Partners to a duty of care and loyalty under the Advisers Act, a regulatory distinction that shapes client relationships and fee transparency in ways not required of broker-dealer models. Without disclosed principals or a known wealth sponsor, the firm's architecture centers on its regulatory identity rather than any single-family patronage or institutional backing.
General information
Firm type
Multi Family Office
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Frequently asked questions
Is One Capital Partners a single-family office or a multi-client wealth manager?
One Capital Partners is structured as a registered investment adviser serving multiple client types, not a single-family office. Its SEC Form ADV filing lists individuals, high-net-worth individuals, trusts, estates, 401(k) plans, and IRAs among its client base, indicating a broad advisory model rather than a dedicated vehicle for one family's capital.
What investment services does One Capital Partners offer?
The firm provides portfolio management and asset allocation advisory services, according to its regulatory filings. It does not appear to sponsor proprietary fund products or engage in direct private-equity dealmaking, operating instead as a fiduciary adviser under the Investment Advisers Act of 1940.
Where is One Capital Partners headquartered and where do its clients reside?
The firm's sole office is in Westlake Village, California, a community near the Los Angeles–Ventura county line. While client locations are not publicly disclosed, the single-office footprint suggests a Southern California-centric client base, typical for early-stage registered investment advisers.
How does One Capital Partners charge for its services?
The firm's Schedule of Fees in its Form ADV, which governs fee arrangements, is not publicly broken out in available summaries. As a registered investment adviser charging fees rather than commissions, its compensation model is likely asset-based or fixed-fee, consistent with fiduciary advisory standards.
Does One Capital Partners participate in fund commitments or direct deals?
Available regulatory records do not indicate any proprietary fund structures, co-investment vehicles, or direct private placement activity. The firm's documented services center on advisory portfolio management and asset allocation rather than fund-of-funds commitments or closed-end fund sponsorships.
What is the firm's regulatory posture and oversight?
One Capital Partners registered with the Securities and Exchange Commission as an investment adviser in 2023, subjecting it to fiduciary duties under the Investment Advisers Act of 1940. This means the firm is legally required to act in its clients' best interests, and it files annual Form ADV updates disclosing business practices, conflicts, and disciplinary history.
Who are the principals behind One Capital Partners?
The firm's leadership is not listed in publicly available records accessed as of mid-2026. Filed Form ADV documents identify the entity's control persons, but those names have not been broadly disclosed in press reports, the firm's website, or professional networking platforms at the time of this profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: