$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
145 Dunnell Road, North Wing Maplewood NJ
About ONE Across Capital, LLC
One Across Capital, LLC is a Maplewood, NJ registered investment adviser serving retail clients with portfolio management focused on asset allocation using public funds and ETFs, with exposure across mutual funds and select alternatives such as real estate, hedge funds, and fixed income. The firm primarily custodies assets at Fidelity/NFS.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$463.0K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
D
DAVID NEIL MARKS
Chief Compliance Officer, Director Of Business Development, Managing Member
- CRD
- #4088786
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PAUL DOAK SERGENT
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,019,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,019,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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