985 Old Eagle School Road
Suite 511
Wayne, Pennsylvania 19087-1712
Tel: 610-220-4913
SR ONE CAPITAL MANAGEMENT, LP, formally registered with the SEC as SR ONE CAPITAL MANAGEMENT, LP. The firm was established in 07/24/2020. They have over 3 offices throughout the country.
SR ONE CAPITAL MANAGEMENT, LP is a Wayne, Pennsylvania based Financial Planning firm with nearly $1,592,246,090 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 24 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306361 |
SEC# | 801-119142 |
Assets Managed by Firm | $1,592,246,090 |
No. of Clients | 17 |
No. of Advisors | 24 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17 | $1,592,246,090 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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