AUMdb

One Stone Global Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 175052 · SEC file 801-80980 · Boston, MA · WWW.ONESTONEGLOBAL.COM
☆ Save with Pro ADV data as of Apr 19, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
1

AUM over time

$0 $1.4B
Jun 18, 2015 Apr 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 19, 2026

Who they serve

Client typeClientsAUM% of AUM

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Musikavanhu, Betserai, Tendai Shareholder Feb 2015 (12y) ≈ 42.19% – 100% via One Stone Capital [Us] Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
One Stone Alpha And Beta Llc Owner Nov 2016 A 75% or more
One Stone Capital [Us] Llc Owner Nov 2016 B ≈ 56.25% – 100% via One Stone Alpha And Beta Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Musikavanhu, Betserai, Tendai: 75% – 100% of One Stone Capital [Us] Llc × 75% – 100% of One Stone Alpha And Beta Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • One Stone Capital [Us] Llc: 75% – 100% of One Stone Alpha And Beta Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/19/2026 855 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 19, 2026.

View current Form ADV (SEC/IAPD) ↗