SourcingSourcing

ONE STONE GLOBAL LLC

C38
CRD 175052·SEC 801-80980·BOSTON, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE STONE GLOBAL LLC
CRD
175052
SEC file #
801-80980
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'20'25
$1.17B → $203.9M▼ -83%
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/19/2026
ADV-W filed at
—
Website
onestoneglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ONE STONE ALPHA AND BETA LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ONE STONE ALPHA AND BETA LLC
MUSIKAVANHU, BETSERAI, TENDAI
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ONESTONEGLOBAL.COM
Rdap Domain Creation Date
2015-01-13T21:08:01Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
State Street1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-13T21:08:01Z
Rdap Domain Last Changed
2026-01-14T08:48:51Z
Rdap Nameservers
Ns1068.ui-dns.deNs1071.ui-dns.comNs1087.ui-dns.bizNs1107.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (1)

1
MUSIKAVANHU, BETSERAI, TENDAI
Executive Officer · 2.5%
5620020