DATA ONE CAPITAL MANAGEMENT LLC

Overview

Data One Capital Management LLC is a small, institutionally focused advisory firm that provides portfolio management services to businesses and other institutional clients. The firm operates under an individual-owner structure and charges a mix of percentage-of-assets fees plus performance-based fees, signaling an emphasis on active management and outcome-oriented mandates. It is not positioned as an ESG-driven adviser and is classified as a single-state/more narrowly registered adviser rather than a nationwide multi-state manager. Investment activity centers on directing institutional capital into a mix of liquid and alternative strategies through third-party managers and funds. Given the firm's fee arrangement and client profile, the investment approach appears tailored toward customized mandates where performance fees can align manager incentives with client objectives. The firm is not a capital allocator in the sense of running pooled proprietary funds; instead it uses external managers and funds to implement strategy allocations.

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Investments & Alternatives

Location & Offices