O'Neil Global Advisors
O'Neil Global Advisors is a private quantitative investment management firm that builds systematic equity trading strategies using the proprietary O'Neil Methodology and quantitative factor research. It serves accredited high-net-worth individuals, family offices, and institutional investors globally seeking uncorrelated absolute returns.
- Company typePrivate
- Founded2019
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What O'Neil Global Advisors does
O'Neil Global Advisors (OGA) is a private, Delaware-incorporated investment management firm that was established on March 4, 2019, and operates from Los Angeles, California, as a subsidiary of the family-office holding company O'Neil Capital Management (OCM). The firm builds systematic, rules-based equity trading strategies that combine fundamental growth analysis with proprietary technical signals drawn from William O'Neil + Co.'s historical stock-market database, and it delivers these strategies to accredited high-net-worth individuals, family offices, and institutional investors. All prospective clients must qualify as accredited investors, qualified clients, and qualified purchasers, and a minimum investment of $500,000 is required per account, with no IRA or retirement-account participation; the fee model is undisclosed subscription/recurring investment-management fees.
OGA's product set comprises a systematic US equity long/short strategy (Raven), four discretionary US growth equity strategies segmented by small cap, small/mid cap, and mid cap, a quantitative India Growth Equity algorithm benchmarked to the Nifty 50, and the O'Neil Growth Index — a systematic long-only index of approximately 70 U.S. large- and mid-cap stocks. Underlying technology includes the O'Neil Methodology (registered as a trademark), proprietary Datagraph/Composite/RS ratings, and a 7-phase research and algorithm-development process designed to mitigate overfitting, p-hacking, and harking. OGA participates in a broader O'Neil-affiliated ecosystem that includes William O'Neil + Co. (data and methodology), O'Neil Capital Management (parent, 800+ associates worldwide), O'Neil Capital Management India Pvt. Ltd., and William O'Neil Investment Management Shanghai Ltd., and routes its O'Neil Growth Index through a WisdomTree-listed ETF (WGRO).
OGA generates revenue solely through investment management and licensing fees, with no public pricing disclosed; distribution is enterprise-led direct sales to qualified investors plus the WisdomTree ETF channel. The firm does not market to retail, is restricted to providing services to US persons, and extends its IP internationally only through affiliated entities, joint funds with India and Shanghai affiliates (launched May 2020), and index licensing via WGRO (June 2021).
O'Neil Global Advisors firmographics
Firmographics- Name
- O'Neil Global Advisors
- Legal name
- O'Neil Global Advisors, Inc.
- Website
- https://oneilglobaladvisors.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- O'Neil Global Advisors is a private quantitative investment management firm that builds systematic equity trading strategies using the proprietary O'Neil Methodology and quantitative factor research. It serves accredited high-net-worth individuals, family offices, and institutional investors globally seeking uncorrelated absolute returns.
- Ownership category
- akta.pro rank
O'Neil Global Advisors industry classification
Industry- Product category
- Quantitative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where O'Neil Global Advisors is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
O'Neil Global Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: OGA generates revenue through investment management fees charged to clients for managing algorithmic equity strategies. Information not publicly disclosed as the firm is private and not available to the general public.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Minimum Investment Threshold - $500,000 minimum investment account size |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels9 records
O'Neil Global Advisors product offering
Product offeringCore offering
O'Neil Global Advisors is a private investment management firm that develops and manages systematic, quantitative equity trading strategies for sophisticated investors. The firm offers a suite of algorithmic and discretionary growth equity strategies — including US all-cap long/short, US small/mid cap growth, US mid cap growth, and India growth — built on the proprietary O'Neil Methodology that combines fundamental analysis with technical signals. Strategies are delivered via separately managed accounts and fund vehicles to qualified investors seeking uncorrelated absolute returns and stable risk-adjusted performance.
Product overview
O'Neil Global Advisors offers a portfolio of distinct investment strategy products built on the O'Neil Methodology, which combines fundamental growth factors, quantitative study of historical stock markets since the 1880s, and proprietary technical signals. The product suite includes: Raven (a systematic US equity long/short algorithm), four discretionary US growth equity strategies (Small Cap, Small/Mid Cap, Mid Cap, and India Growth), and the O'Neil Growth Index (a systematic long-only index of approximately 70 large- and mid-cap stocks). All strategies leverage proprietary Datagraph, Composite, and Relative Strength ratings alongside quantitative factor research to pursue stable risk-adjusted returns.
Differentiator
Problem solved
Functional benefit
Products and services
- O'Neil Raven US Equity Long/Short
Quantifiable outcome
- Raven strategy: US all-cap equity long/short based on hedged aggressive growth methodology
- +5 more outcomes
Companies that use O'Neil Global Advisors
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
O'Neil Global Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
O'Neil Global Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- WisdomTree Investments, Inc.coreWisdomTree launched the WisdomTree U.S. Growth & Momentum Fund (WGRO) on NASDAQ, an ETF that tracks the O'Neil Growth Index created by OGA. This partnership extends OGA's strategies to exchange-traded product investors through a third-party distributor.
- William O'Neil Investment Management Shanghai Ltd.coreAffiliate company in China that jointly launched innovative investment funds with OGA and O'Neil Capital Management India Pvt. Ltd.
- O'Neil Capital Management India Pvt. Ltd.coreAffiliate company in India that jointly launched innovative investment funds with OGA and William O'Neil Investment Management Shanghai Ltd.
- William O'Neil + CompanycoreOGA is led by key personnel from William O'Neil + Company and utilizes its proprietary database, research tools, and methodologies. The companies share the O'Neil Methodology and research infrastructure.
- O'Neil Capital ManagementcoreParent company and family office established by William O'Neil. OCM supports OGA with global team of data scientists, software engineers, and investment professionals. OCM and subsidiaries employ 800+ associates worldwide.
- William O'Neil SecuritiesminorAffiliate company. OGA CEO Steven Birch serves as Senior Portfolio Manager of parent OCM, which has interests including brokerage and investment advisory. William O'Neil Securities participated in AGF Charity Golf Classic as sponsor.
Scale indicators3 records
Recent moves9 records
Expansion highlights6 records
O'Neil Global Advisors competitors and assessment
Company assessmentDirect peers
- AQR Capital Management: AQR is a large quantitative asset manager applying systematic factor research across global equities and other asset classes. Like OGA, AQR serves institutional and family office clients with research-driven strategies and competes for the same systematic-equity mandate pool.
- Acadian Asset Management: Acadian is a quantitative equity manager using systematic factor research and proprietary signals to manage global equity portfolios for institutional clients. Acadian's systematic approach and institutional focus make it a direct comparable to OGA's quantitative strategies.
- Arrowstreet Capital: Arrowstreet Capital is a Boston-based quantitative equity manager applying systematic alpha research to global equity mandates for institutional investors. Its factor-driven approach and institutional client base directly overlap with OGA's positioning.
- PanAgora Asset Management: PanAgora is a quantitative asset manager specializing in systematic equity strategies built on proprietary factor research. Like OGA, PanAgora combines fundamental and quantitative signals to deliver alpha-driven equity products to institutional clients.
- Granahan Investment Management: Granahan is a specialist small- and mid-cap growth equity manager for institutional clients. Its growth-equity focus and discretionary multi-cap product range overlap closely with OGA's US Small Cap, Small/Mid Cap, and Mid Cap Growth strategies.
- Westfield Capital Management: Westfield Capital is a Boston-based small- and mid-cap growth equity manager for institutional clients. Notably, OGA CIO Randy Watts previously served as Partner and Portfolio Manager at Westfield, and the firm's growth-equity focus and institutional client base make it a direct comparable.
Broad incumbents
- Dimensional Fund Advisors: Dimensional is a large systematic equity manager applying decades of academic factor research to global equity portfolios. While broader and more diversified than OGA, Dimensional competes in the same systematic-equity mandate space and serves many of the same institutional and advisor channels.
- William O'Neil + Co. William O'Neil + Co. is the original O'Neil entity founded in 1963 and OGA's strategic partner and methodology source. While focused on equity research, market guidance, and data products rather than asset management directly, it provides the proprietary database and CAN SLIM methodology underpinning OGA's strategies.
- Alger: Alger is an established growth equity manager with a broader product range including mutual funds, SMAs, and institutional mandates. While Alger offers a wider array of vehicles than OGA, its growth-equity focus and institutional client base position it as a comparable competitor in growth-equity mandates.
- T. Rowe Price: T. Rowe Price is a large incumbent asset manager with significant growth equity capabilities across multiple market caps and geographies. While much larger and more diversified than OGA, T. Rowe Price competes for many of the same institutional growth-equity mandates and retirement-plan allocations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
O'Neil Global Advisors social profiles
Digital presenceO'Neil Global Advisors compliance and trust
Trust signalCompliance2 records
O'Neil Global Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
O'Neil Global Advisors leadership team
Management profileNumber of profiles
Profiles5 records
O'Neil Global Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
O'Neil Global Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about O'Neil Global Advisors
What does O'Neil Global Advisors do?
O'Neil Global Advisors is a private investment management firm that develops and manages systematic, quantitative equity trading strategies for sophisticated investors. The firm offers a suite of algorithmic and discretionary growth equity strategies — including US all-cap long/short, US small/mid cap growth, US mid cap growth, and India growth — built on the proprietary O'Neil Methodology that combines fundamental analysis with technical signals. Strategies are delivered via separately managed accounts and fund vehicles to qualified investors seeking uncorrelated absolute returns and stable risk-adjusted performance.
Is O'Neil Global Advisors a public or private company?
O'Neil Global Advisors is a private company. It is classified as corporate owned and is currently operating.
When was O'Neil Global Advisors founded?
O'Neil Global Advisors was founded in 2019. It employs 11 to 50 people.
Where is O'Neil Global Advisors based?
O'Neil Global Advisors is headquartered in Los Angeles, United States, in the North America region.
How does O'Neil Global Advisors make money?
One revenue line is on record: investment Management Fees.
Who are O'Neil Global Advisors's main competitors?
Direct peers on record are AQR Capital Management, Acadian Asset Management, Arrowstreet Capital, PanAgora Asset Management, Granahan Investment Management and Westfield Capital Management. Broad incumbents are Dimensional Fund Advisors, William O'Neil + Co., Alger and T. Rowe Price.
Does O'Neil Global Advisors have an API?
No public API is recorded for O'Neil Global Advisors.
What industry is O'Neil Global Advisors in?
O'Neil Global Advisors's product category is Quantitative Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.