D SQUARED CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ORO VALLEY, Arizona
- CRD number
- 154019
- Website
- dsquaredcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
D Squared Capital Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individuals and families, employing a fee structure based on a percentage of assets under management as well as fixed fees. While the firm does not actively engage in ESG investing, it does allocate to mutual funds and utilizes third-party external alternative investment asset managers for diversification.
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
- Exchange Traded Equities75%
- Cash & Cash Equivalents20%
- Derivatives5%
Contacts
2 of 2DOUGLAS EAST
MemberCRD 5799244
DARLA EAST
PresidentCRD 1424509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORO VALLEY, AZ
PIMA
Location
ORO VALLEY, AZ
Headquartered in ORO VALLEY, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 13973 N Stone Gate Pl
- Time zone
- MT (UTC-7)
- Office locations
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