One Charles Private Wealth Services, LLC
● SEC registered since 2017CRD 286635SEC# 801-109973Hingham, MA
Reg. AUM
$1.09B
Employees
7
Accounts
376
Location
Hingham, MA
One Charles Private Wealth Services, LLC assets under management
One Charles Private Wealth Services, LLC is a registered investment adviser overseen by the SEC based in Hingham, MA. The firm has been registered since 2017. It reports $1.1 billion in regulatory assets under management and employs 7 people.
One Charles Private Wealth Services, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Randall Wallin Control | Lead Advisor | Under 5% | 2019 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| Paul Andrew Squarcia Control | Founding Partner And Cco | Under 5% | 2017 |
| Cd&r Ferdinand Co-Investor, L.P. Control | Partner | 25-50% | 2023 |
| Cd&r Ferdinand Holdings, L.P Control | Partner | 50-75% | 2023 |
| Clayton, Dubilier & Rice Fund XII, L.P Control | Partner | 50-75% | 2023 |
| Ferdinand Ffp Acquisition, LLC Control | Shareholder, Class A Common Stock | Over 75% | 2023 |
| Ferdinand Ffp Intermediate Holdings, LLC Control | Member | Over 75% | 2023 |
| Ferdinand Ffp Parent, Inc Control | Member | Over 75% | 2023 |
| Ferdinand Ffp Ultimate Holdings, LP Control | Shareholder | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does One Charles Private Wealth Services, LLC manage?
One Charles Private Wealth Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does One Charles Private Wealth Services, LLC have?
One Charles Private Wealth Services, LLC reports 7 employees.
Where is One Charles Private Wealth Services, LLC located?
One Charles Private Wealth Services, LLC is based in Hingham, MA and has been SEC-registered since 2017.
Does One Charles Private Wealth Services, LLC disclose fund performance?
One Charles Private Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 Derby Street, Suite 100, Hingham, MA 02043 |
| Phone | 617-337-4208 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1800938 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $882.8MNon-discretionary $211.8M