SourcingSourcing

ONE FIN CAPITAL MANAGEMENT LP

C31
CRD 283490·SEC 801-113504·SAN FRANCISCO, CA
AUM
$830.6M
$500M-$1B
Est. Revenue
$8.3M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE FIN CAPITAL MANAGEMENT LP
CRD
283490
SEC file #
801-113504
EIN
473554000
DBA names
—

Economics

AUM
$830.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$316.8M → $830.6M▲ +162%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACKNIGHT, DAVID, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MACKNIGHT, DAVID, SCOTT
Manisone, MayKao, Yang
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001753875
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000935836-26-000269

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Fidelity3
Morgan Stanley3
Jpmorgan2
Edgar Addresses
Mailing
ONE LETTERMAN DRIVEBUILDING C, SUITE C3-400SAN FRANCISCO, CA 94129
Business
ONE LETTERMAN DRIVEBUILDING C, SUITE C3-400SAN FRANCISCO, CA 94129
Edgar EIN
473554000
Edgar Recent Filings
SCHEDULE 13G/A2026-05-15 · 0000935836-26-000281
13F-HR2026-05-15 · 0000935836-26-000269
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2524973
Trust Company Affiliate
Yes

People (2)

2
MACKNIGHT, DAVID, SCOTT
Direct Owner · 87.5%
2524973
Manisone, MayKao, Yang
Executive Officer · 2.5%
6630499