D SQUARED CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$104K
Accounts
48
Employees
1
Advisory reps
2

Firm details

Headquarters
ORO VALLEY, Arizona
CRD number
154019
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 20%, Derivatives 5%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents20%
  • Derivatives5%

Contacts

2 of 2
  • DOUGLAS EAST

    MemberCRD 5799244

  • DARLA EAST

    PresidentCRD 1424509

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth