One Stone Global LLC (Boston)

Name: One Stone Global LLC
Address: 225 Franklin Street, 26 Th Floor, Boston, MA, 02110
Telephone: 617-482-6400

One Stone Global LLC is a large advisory firm based in Boston. It manages $1.17 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015.

One Stone Global provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

One Stone Global: assets under management

The assets under management (AUM) of One Stone Global LLC is $1.17 billion. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay One Stone Global LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at One Stone Global LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Betserai Tendai Musikavanhu	Managing member, member	1 Feb 2015	75% - 100%	5620020
Brett William Pohl	Cco/coo	1 Feb 2015	Other	5896497
Nomhle Mbali Jacqueline Canca	Non-executive director	1 Feb 2016	Other	1731654
One Stone Alpha And Beta Llc	Owner	1 Nov 2016	75% - 100%	81-3796782

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
One Stone Capital [Us] Llc	Owner	1 Nov 2016	75% - 100%	81-3784678
Betserai Tendai Musikavanhu	Owner	1 Nov 2016	75% - 100%	5620020

Based in Boston

The principal office where One Stone Global LLC performs its advisory services is located at 225 Franklin Street, 26 Th Floor, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-6400 or by fax 617-217-2001. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at onestoneglobal.com.