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One Stone Global LLC

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Total assets under management

$203,935,337

Total clients

0

Total advisors

0

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

One Stone Global LLC provides investment advisory services primarily to institutional investors and certain high‑net‑worth individuals, including separately managed accounts and corporate pension and profit‑sharing plans. The firm offers asset allocation, creation and implementation of portfolios tied to public or customized indices, sub‑advisor selection and monitoring, and investment product development.

OSG reports $203.9 million of non‑discretionary assets under management and an additional $235.4 million of implementation assets as of December 31, 2024, reflecting a business model that largely emphasizes non‑discretionary and implementation mandates. Its investment approach combines mathematical passive/smart‑beta/enhanced indexation with a quantitative “active tilt” for frontier and African markets, typically implemented through sub‑advisors, ETFs and customized indices.

Compared with many peers, OSG stands out for its concentration on non‑discretionary implementation work and for serving retirement plan clients such as corporate pension and profit‑sharing plans, which are less common for firms in this category. The firm also formally selects and monitors third‑party sub‑advisors and maintains a material commercial relationship with Old Mutual Customised Solutions (Pty) Limited (OMCS), providing and receiving services in a reciprocal arrangement that is uncommon among similar managers.

Client services

Portfolio management Selection of other advisers

Expertise

Passive / index investing Factor investing / smart beta

Occupation focus

Founder/Business Owner

Fee options

Percentage

Generally up to 0.20% (20 basis points) for International Frontier, 0.10% (10 basis points) for Emerging Market Consumer Staples, and 0.15% (15 basis points) for Optimal Emerging Market Small Companies. Fees are negotiable and may be lower for larger accounts.

Performance-based

Performance fee arrangements are offered and negotiable, typically 10% of gains above a benchmark index since inception, with a base fee also charged. Performance fees are calculated cumulatively and adjusted for prior payments.

Main office location

One Stone Global LLC

75 State Street, Suite 100

Boston MA 02109, United States

Number of offices

1

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 347-264-2399
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