ONE STONE GLOBAL LLC

RIASEC RegisteredEst. 2015
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
175052
Registered since
February 19, 2015
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BETSERAI MUSIKAVANHU

    CEOCRD 5620020

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth