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ONEASCENT CAPITAL LLC, CRD 323220
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ONEASCENT CAPITAL IMPACT FUND I LP | Other Private Fund | $17.8M | Sep 20, 2024 | 59 | Sep 13, 2022 | reported | 021-441083 |
| OAC EVERGREEN, LLC | Private Equity Fund | $4.0M | Sep 20, 2024 | 11 | Sep 20, 2024 | reported | 021-517533 |
| OAC PATHWAY LLC | Private Equity Fund | $3.5M | Sep 20, 2024 | 12 | Sep 13, 2022 | reported | 021-458904 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Grubb, Robert, Wayne | CHIEF OPERATING OFFICER | Na | yes | 02/2017 | Sep 13, 2022 | Sep 20, 2024 |
| ONEACSENT HOLDING LLC | MANAGING MEMBER | E | yes | 02/2017 | Sep 13, 2022 | Sep 20, 2024 |
| Pearson, Coleman, James | President | Na | yes | 01/2022 | Sep 13, 2022 | Sep 20, 2024 |
| PEARSON, HARRY, NOBLE | Owner | E | yes | 02/2016 | Sep 13, 2022 | Sep 20, 2024 |
| PEARSON, HARRY, NOBLE | MANAGING MEMBER | Na | yes | 02/2017 | Sep 13, 2022 | Sep 20, 2024 |
| SWAYZE, ASHLEIGH, COOPER | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2017 | Sep 13, 2022 | Sep 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | n/a | Independent wealth | $3.5B | N | yes | n/a |
| ONEASCENT INVESTMENT SOLUTIONS, LLC | n/a | Asset manager | $987M | N | yes | n/a |
| ONEASCENT FAMILY OFFICE LLC | n/a | Mixed wealth | $544M | N | yes | n/a |
| ONEASCENT WEALTH MANAGEMENT LLC | n/a | Independent wealth | $476M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $55.6M | $55.6M | 1 | 1 | 0 | 2 | n/a |
| 2024 | Mar 21, 2025 | $26.3M | $26.3M | 1 | 1 | 0 | 3 | n/a |
| 2023 | Mar 19, 2024 | $21.3M | $21.3M | 1 | 1 | 0 | 2 | $21.3M |
| 2022 | Mar 14, 2023 | $15.7M | $15.7M | 1 | 1 | 0 | 2 | $15.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $55.6M | $26.3M | 111.4% | $15.7M | 52.5% | 1 | 1 | 0 | 0 |