|
⚲
|
| One Stone Global LLC
✚
| |
|---|---|
| CRD # | 175052 |
| SEC # | 801-80980 |
| CIK # | |
| AUM | $229.5 MM (2024-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-416-2257 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 229.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 229.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3 | 229.5 |
| Total | 3 | 229.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.5 | |
| Total | 3 | 229.5 |
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|---|---|---|
|
Pemberwick Investment Advisors LLC
✚
|
CT | 0.2 |
|
Capstone Asset Management LLC
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|
PA | 0.2 |
|
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TX | 0.2 |
|
Old Mutual Customised Solutions PTY Limited
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0.2 | |
|
Curafin Advisors LLC
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AZ | 0.2 |
|
CIC LLC
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|
FL | 0.2 |
|
Artist Capital Management LLC
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|
NY | 0.2 |
|
Windmark Investment Partners Inc
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|
DE | 0.2 |
|
Ginjer AM
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|
0.2 | |
|
ICR Partners LLC
✚
|
TN | 0.2 |