One Stone Partners L.L.C.

RIASEC RegisteredEst. 2015
Total AUM
$290M
Discretionary
$290M
100% of AUM
Avg account
$32.2M
Accounts
9
Employees
3
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
163742
Registered since
July 8, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

One Stone Partners L.L.C. is an SEC-registered limited liability company formed in 2015 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and commonly functions as sponsor, general partner, and managing member of those vehicles. Its fee model combines a percentage-of-assets component with performance-based fees consistent with private fund economics. One Stone is not positioned as a capital allocator to external portfolios and is identified as not being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Contacts

3 of 3
  • Edmund Hajim

    Financial AdvisorCRD 807464

  • Vadim Gluzman

    Managing MemberCRD 6049300

  • Robert Israel

    Managing MemberCRD 1267878

Wealth teams

FINTRX

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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
360 Nw 27th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth