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ONEPRIME CAPITAL

PALO ALTO, CA · CRD 299697 · IAPD ↗ · oneprimecapital.com · 650-229-8280

$892.3MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — ONEPRIME CAPITAL reported RAUM up 55% ($576.7M -> $892.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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