ONE STONE GLOBAL LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 175052
- Registered since
- February 19, 2015
- Website
- live.onebridge.app
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
One Stone Global LLC is an SEC-registered limited liability company that began advisory operations in 2015. The firm functions as a capital allocator and charges fees as a percentage of assets under management. Its stated advisory activities are portfolio management for businesses or institutions and the selection of other advisers. One Stone Global identifies as a domestic entity with individual ownership and is not classified under a specific advisory category in the available data. The adviser does not position itself as an active ESG investor. It is not registered as a multi-state adviser, does not act as a pension consultant, and is not listed as a related adviser to another firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BETSERAI MUSIKAVANHU
CEOCRD 5620020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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