RIA Intelligence

ONE STONE GLOBAL LLC

CRD #175052 SEC #801-80980 BOSTON, MA 347-264-2399
SEC Registered
Total AUM
$203.9M
Discretionary
$0
Employees
1
Clients
--
Accounts
3

AUM Over Time

DateMar 2025
Total AUM$203.9M
Discretionary$0
Non-Disc.$203.9M
Employees1
Clients0
DateMar 2024
Total AUM$229.5M
Discretionary$0
Non-Disc.$229.5M
Employees1
Clients0
DateMar 2023
Total AUM$656.6M
Discretionary$0
Non-Disc.$656.6M
Employees2
Clients0
DateMar 2022
Total AUM$922.6M
Discretionary$0
Non-Disc.$922.6M
Employees2
Clients0
DateMar 2021
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees2
Clients0
DateNov 2020
Total AUM$999.2M
Discretionary$0
Non-Disc.$999.2M
Employees2
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees2
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees2
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$474.4M
Non-Disc.$896.2M
Employees4
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$370M
Non-Disc.$708.7M
Employees4
Clients1
DateMar 2016
Total AUM$1.1B
Discretionary$342.9M
Non-Disc.$712.8M
Employees3
Clients1
DateJun 2015
Total AUM$1.2B
Discretionary$417.4M
Non-Disc.$807.5M
Employees3
Clients1