Data One Capital Management LLC

RIASEC Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$40M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Frisco, Texas
CRD number
316965
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Data One Capital Management LLC is a privately owned limited liability company that operates as an institutional registered investment adviser focused on serving institutional clients. The firm’s advisory mandate centers on portfolio management for businesses and other institutional investors. Ownership is held by an individual, and its compensation model combines an asset-based fee with performance-linked fees. Data One Capital Management LLC does not self-identify as an active ESG investor, does not serve as a capital allocator, and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Xin Zhang

    Senior Data ScientistCRD 7457587

  • Ahmad Elnahhas

    FounderCRD 5604912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Frisco, TX

Collin

Location

Frisco, TX

Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6136 Frisco Square Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth