ONE FUNDS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
331689
Registered since
April 10, 2026

Firm profile

FINTRX

Overview

One Funds, LLC is a limited liability company that operates as a small private fund sponsor and adviser with a focus on private-market strategies. The firm is registered with the SEC in 2026 and is owned by an individual. It does not identify as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser or pension consultant. Regulatory descriptors are limited (classification recorded as unclassified), but the firm’s activities include acting as an adviser and sponsor and serving as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • KEVIN O'NEIL

    Founder & CEOCRD 7938094

  • PATRICK STEPHENS

    CFO and Managing DirectorCRD 7938093

Contacts

1 of 1
  • KIMBERLY OTT

    Compliance OfficerCRD 5383904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
422 E Vermijo Ave
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth