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ONE STONE GLOBAL LLC

BOSTON, MA · CRD 175052 · IAPD ↗ · onestoneglobal.com · 347-264-2399

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
September 2026 — ONE STONE GLOBAL LLC (BOSTON, MA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2024 — ONE STONE GLOBAL LLC reported RAUM down 65% ($656.6M -> $229.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.