RIA Intelligence

O'NEIL GLOBAL ADVISORS, INC.

CRD #308150 SEC #801-119966 LOS ANGELES, CA 310-448-6800
SEC Registered Private Funds
Total AUM
$367.7M
Discretionary
$367.7M
Employees
34
Clients
--
Accounts
88

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
BIRCH, STEVEN, LAWRENCEICHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICERNA Control
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
COLL, MATTHEW, BENEDICTIHEAD OF BUSINESS DEVELOPMENT & INVESTOR RELATIONSNA
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
ERICKSON, PATRICK, MARTINIDIRECTOR OF DATA SCIENCENA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
GRACZK, CHRISTOPHER, FRANCISICHIEF OPERATING OFFICERNA Control
LEE, JOANNA, BOGUMILAICHIEF FINANCIAL OFFICERNA Control
LEE, JOANNA, BOGUMILAICHIEF FINANCIAL OFFICERNA Control
LEE, JOANNA, BOGUMILAICHIEF FINANCIAL OFFICERNA Control
LEE, JOANNA, BOGUMILAICHIEF FINANCIAL OFFICERNA Control
LEE, JOANNA, BOGUMILAICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
LEE, PAN-YUN (BEN)ICHIEF FINANCIAL OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASOTTI, ALEXANDER, VICTORIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
OLIVAS, JOSE, CASTULOICHIEF FINANCIAL OFFICERNA Control
OLIVAS, JOSE, CASTULOICHIEF FINANCIAL OFFICERNA Control
WATTS, BRUCE, RANDALLICHIEF INVESTMENT OFFICERNA Control
WATTS, BRUCE, RANDALLICHIEF INVESTMENT OFFICERNA Control
WATTS, BRUCE, RANDALLICHIEF INVESTMENT OFFICERNA Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control
O'NEIL CAPITAL MANAGEMENT INC.FEPARENT COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ICONTRUST, LLCDEWILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE FAY C. O'NEIL IRREVOCABLE TRUST OF 2014 , DATED AS OF JULY 8, 2024F Control
ICONTRUST, LLCDEWILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE WILLIAM J. O'NEIL IRREVOCABLE TRUST OF 2014, DATED AS OF JULY 8, 2024F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14F Control
O'NEIL, WILLIAM, SCOTTIWILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
ONEIL, WILLIAM, JOSEPHIDATA ANALYSIS INC.F Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
DATA ANALYSIS INC.DEO'NEIL CAPITAL MANAGEMENT INC.E Control
WILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE FAY C. O'NEIL IRREVOCABLE TRUST OF 2014 , DATED AS OF JULY 8, 2024DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE FAY C. O'NEIL IRREVOCABLE TRUST OF 2014 , DATED AS OF JULY 8, 2024DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE WILLIAM J. O'NEIL IRREVOCABLE TRUST OF 2014, DATED AS OF JULY 8, 2024DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT O'NEIL GST EXEMPT TRUST SHARE UNDER THE WILLIAM J. O'NEIL IRREVOCABLE TRUST OF 2014, DATED AS OF JULY 8, 2024DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.D Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER FAY C ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control
WILLIAM SCOTT ONEIL GSTE TR SHARE UNDER WM J ONEIL IRR TR 12-08-14DEDATA ANALYSIS INC.C Control

Registrations

Federal

IA
Apr 30, 2025 REGISTERED

Notice Filings (2)

CA NY

Address

12655 BEATRICE STREET
LOS ANGELES, CA 90066
United States
Phone: 310-448-6800