D2 CAPITAL MANAGEMENT

Overview

D2 Capital Management is an independent RIA structured as a limited liability company that focuses on discretionary portfolio management and financial planning for individuals, families and small business clients. The firm shows a clear tilt toward publicly traded equities: exchange-traded securities make up the largest share of assets under management and are the dominant vehicle for implementing client strategies. Its client base spans high-net-worth individuals and family clients as well as institutional relationships, and it offers flexible billing including a percentage-of-AUM fee, hourly charges and performance-based fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. Advisory activity centers on tailored financial planning and direct portfolio management rather than large-scale multi-state or pension consulting mandates. The firm’s owner structure is individual ownership and it operates as an independent, boutique RIA rather than being affiliated with a larger broker-dealer or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices