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ONE STONE GLOBAL LLC
CRD 175052File 801-80980
APPROVED
Filing as of Apr 19, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
1
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 19, 2015
- Principal office
- 75 STATE STREET, SUITE 100, BOSTON, MA, 02109
- Phone
- 347-264-2399
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses or institutional clients
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Not reported
- Firm Custody Clients
- Not reported
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $203,935,337 | $0 | decreased by$203,935,337 |
| May 1, 2026 | Accounts | 3 | 0 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $922,623,482 | $203,935,337 | decreased by$718,688,145 |
| Apr 1, 2022 | AUM | $1,034,803,083 | $922,623,482 | decreased by$112,179,601 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ONE STONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONE STONE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.