ONE FUNDS, LLC
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 331689
- Registered since
- April 10, 2026
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2KEVIN O'NEIL
Founder & CEOCRD 7938094
PATRICK STEPHENS
CFO and Managing DirectorCRD 7938093
Contacts
1 of 1KIMBERLY OTT
Compliance OfficerCRD 5383904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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