ONE ACROSS CAPITAL, LLC
Firm details
- Headquarters
- MAPLEWOOD, New Jersey
- CRD number
- 161034
- Website
- oneacrosscapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.17%
- Individuals41.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
One Across Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a limited liability company and charges clients a percentage of assets under management, providing discretionary portfolio management services. Investment activity centers on publicly available pooled vehicles—chiefly mutual funds—as the core building blocks of client portfolios, with supplemental exposure to third‑party alternative strategies. The adviser is not an active ESG investor and does not position itself as a multistate or pension consultant. Its business model reads like a boutique RIA: relatively low total assets, a concentrated client list, and an emphasis on outsourcing specific investment capabilities to external managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
Contacts
2 of 2PAUL SERGENT
MemberCRD 6024637
DAVID MARKS
Analyst & Portfolio ManagerCRD 4088786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MAPLEWOOD, NJ
ESSEX
Location
MAPLEWOOD, NJ
Headquartered in MAPLEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 145 Dunnell Rd
- Time zone
- ET (UTC-5)
- Office locations
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