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Onebeacon Asset Management, Inc. (Guilford)


Onebeacon Asset Management, Inc. is a large advisory firm based in Guilford. It manages $10.72 billion of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001.

Onebeacon Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Onebeacon Asset Management: assets under management

The assets under management (AUM) of Onebeacon Asset Management, Inc. is $10.72 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Onebeacon Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Fund American Companies Owner of onebeacon corporation 1 Jun 2001 75% - 100% 52-2272489
Inc. Fund American Enterprises Holdings Owner of fund american companies, inc. 1 Jun 2001 75% - 100% 52-2272487
Wm Enterprises (Barbados) Ltd. Owner of fund american enterprises holdings, inc. 1 Jun 2001 75% - 100% n/a
Wm Bridgetown (Barbados) Ltd. Owner of wm enterprises (barbados) ltd. 1 Jun 2001 75% - 100% n/a
Wm Asset Management (Barbados) Ltd. Owner of wm bridgetown (barbados) ltd. 1 Jun 2001 75% - 100% n/a
White Mountains Holdings (Barbados) Srl Owner of wm asset management (barbados) ltd. 1 Jun 2001 75% - 100% 94-2708455
Ltd. White Mountains Insurance Group Owner of white mountains holdings (barbados) srl 1 Jun 2001 75% - 100% 94-2708455
Inc. Fund American Companies Owner of onebeacon insurance group llc 1 Dec 2001 75% - 100% 52-2272489
Inc. Fund American Companies Owner of onebeacon insurance group llc 1 Dec 2002 75% - 100% 52-2272489

Based in Guilford

The principal office where Onebeacon Asset Management, Inc. performs its advisory services is located at 370 Church Street, Guilford, CT 06437, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-458-2380 or by fax 203-458-0754. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.


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