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ONCE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 289714 · IAPD ↗ · oncecapital.com · 646-867-0658

$422.1MRegulatory AUM
5Advisory reps
7Employees
1Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($296.7M -> $422.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 82% ($163.3M -> $296.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 74% ($93.8M -> $163.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.