9AT: ONEDIGITAL INVESTMENT ADVISORS

other names

Adviser Profile

As of Date	07/19/2024
Adviser Type - Large advisory firm - Pension consultant - Related adviser
Number of Employees	550
of those in investment advisory functions	380
Registration	SEC, Approved, 01/22/1992

AUM^*	107,102,338,153 20.14%
of that, discretionary	35,028,118,909 29.18%
Private Fund GAV^*	49,418,644 -42.24%
Avg Account Size	1,875,008 -47.00%
% High Net Worth	5.40% 1.46%
SMA’s	Yes
Private Funds	1
Contact Info	877 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$49,418,644

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser EXODUSPOINT CAPITAL MANAGEMENT, LP	Hedge Fund133.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV133.2b	AUM111.9b	#Funds7
Adviser HARRIS \| OAKMARK	Hedge Fund680.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV680.5m	AUM101.2b	#Funds2
Adviser ALPHADYNE ASSET MANAGEMENT LP	Hedge Fund115.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV115.3b	AUM115.3b	#Funds3
Adviser HIGHTOWER ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund142.5m	Total Private Fund GAV142.5m	AUM130.2b	#Funds1
Adviser SQUAREPOINT OPS LLC	Hedge Fund105.9b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV105.9b	AUM126.5b	#Funds10
Adviser RENAISSANCE TECHNOLOGIES LLC	Hedge Fund94.4b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV94.4b	AUM89.3b	#Funds8
Adviser BRACEBRIDGE CAPITAL, LLC	Hedge Fund79.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV79.1b	AUM65.1b	#Funds12
Adviser D. E. SHAW & CO., L.P.	Hedge Fund120.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV120.5b	AUM120.5b	#Funds14
Adviser ELEMENT CAPITAL MANAGEMENT LLC	Hedge Fund74.8b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV74.8b	AUM74.8b	#Funds1
Adviser TWO SIGMA ADVISERS, LP	Hedge Fund101.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV101.6b	AUM75.8b	#Funds33

Brochure Summary

Overview

OneDigital is registered as an investment adviser with the United States Securities and Exchange Commission (CRD # 106766). OneDigital was organized as a corporation under the laws of the State of Missouri in 1987 and was converted to a limited liability company in 2018. Pursuant to a Unit Purchase Agreement dated January 21, 2020, OneDigital is now a wholly owned subsidiary of Digital Insurance LLC. The firm changed its legal name in 2023 from “Resources Investment Advisors, LLC” to “OneDigital Investment Advisors LLC” to reflect its integration with its parent company. OneDigital provides investment advisory, investment management, financial planning, and family office services to individual and institutional clients. (OneDigital also provides investment advisory and management services to retirement plan clients, and those services are outlined in a separate brochure specifically tailored to the Retirement Plan Division.) Although some clients use OneDigital solely for investment advice, most clients rely upon the firm to actively manage their accounts for them. When OneDigital manages clients’ accounts on a discretionary basis, it has the authority to make trades within those accounts without clients’ prior consent. However, the firm’s investment management services are tailored to the individual needs of each client. That process usually begins by conducting an initial meeting with clients to determine their personal goals regarding each account and conducting a risk assessment profile to determine how much investment risk the clients are willing to incur. Based upon those considerations, clients’ accounts are allocated into an appropriate investment strategy. Clients can impose specific restrictions on investing in certain securities or types of securities in their investment management agreement and are reminded to notify the firm of any new restrictions on a quarterly basis. In addition, OneDigital’s investment adviser representatives typically attempt to hold investment review sessions

with clients to discuss any adjustments clients desire to make to the investments in their accounts. In 2018, OneDigital partnered with Charles Schwab & Co, Inc. (“Schwab”) to offer a “robo” advisory platform. The purpose of this platform was to provide clients – especially those with smaller account balances – a cost efficient method of obtaining professional management of their investments. The platform provides for online enrollment but does not include annual face-to-face meetings with one of OneDigital’s investment adviser representatives. Instead, OneDigital creates and manages the allocation models offered to participants in the robo advisory platform. In addition, OneDigital asks enrollees in the platform if they want to impose specific restrictions on investing in certain securities or types of securities and are reminded to notify the firm of any new restrictions on a quarterly basis. However, because the robo advisory platform is managed entirely through investment allocation models, participants who request such restrictions are required to transfer their account to OneDigital’s traditional investment management platform, which will allow for that type of customization but could result in higher advisory fees. Some of OneDigital’s investment adviser representatives utilize turnkey asset management programs (“TAMPs”) to allocate either all or certain segments of their clients’ investments. In most cases in which a TAMP is used, OneDigital has discretion to determine which TAMP and/or which strategy will be used to manage the client’s investment, including discretion to change those selections at any time. As a result, these client accounts are included in OneDigital’s calculation of its regulatory assets under management (“RAUM”). As of December 31, 2023, OneDigital managed approximately $107,102,318,821 in assets, of which approximately $35,028,099,577 was managed on a discretionary basis and approximately $72,074,219,244 was managed on a non-discretionary basis.

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ONEDIGITAL INVESTMENT ADVISORS

Adviser Profile

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Brochure Summary

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