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| One Charles Private Wealth Services LLC
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| CRD # | 286635 |
| SEC # | 801-109973 |
| CIK # | 0001800938 |
| AUM | 1.1 B (2026-05-14) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 617-337-4208 |
| Address | 99 Derby Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 30.9 | ||
| Landbridge Co LLC | 17.8 | ||
| Grayscale Bitcoin Trust BTC | 11.8 | ||
| Apple Inc | 8.5 | ||
| Lam Research Corp | 7.6 | ||
| ACV Auctions Inc | 5.6 | ||
| Nvidia Corp | 4.6 | ||
| Miami International Holdings Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Energy Transfer Equity LP | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 46.7 |
| (b) Individuals (high net worth individuals) | 194 | 813.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 11.9 |
| (h) Charitable organizations | 1 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 10.8 |
| (n) Other | 15 | 207.0 |
| Total | 376 | 1,094.6 |
| By Discretionary | ||
| Discretionary | 359 | 882.8 |
| Non-Discretionary | 17 | 211.8 |
| Total | 376 | 1,094.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 1,087.3 | |
| Total | 376 | 1,094.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800938] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ameriserv Wealth Advisors Inc
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PA | 1.1 B |
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CA | 1.1 B |
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Lineweaver Wealth Advisors LLC
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Hendershot Investments Inc
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1.1 B | |
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Ategenos Capital LLC
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PA | 1.1 B |
|
Pivotal Advisors LLC
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NY | 1.1 B |
|
Insight Wealth Strategies LLC
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CA | 1.1 B |