Tech stack
No one at O'neil Global Advisors, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Interactive Brokers
Per Form ADV · $111M held · filed Aug 2024
Merrill
Per Form ADV · $104M held · filed Aug 2024
Fidelity
Per Form ADV · $50M held · filed Aug 2024