M-ONE CAPITAL

RIASEC RegisteredEst. 2011
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$343M
Accounts
11
Employees
31
Advisory reps
7

Firm details

Headquarters
OMAHA, Nebraska
CRD number
158782
Registered since
September 23, 2011
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

M-One Capital is a privately held LLC that acts primarily as a fund manager for institutional investors. SEC registration dates to 2011. The firm positions itself as a multifaceted fund manager with a focus on private equity and real estate strategies and operates as both sponsor/GP and investment adviser to pooled investment vehicles. Its advisory activity is centered on portfolio management for pooled funds, and its ownership structure includes domestic entities and individuals. Fee arrangements include asset-based charges, performance-linked fees and other custom structures. M-One Capital does not identify as an active ESG investor and it is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • TERI MERCER

    Chief Financial OfficerCRD 5032408

Contacts

3 of 6
  • CHASE MEYER

    PartnerCRD 7353030

  • LAUREN PUGLIESE

    PartnerCRD 8053646

  • PATRICK DUFFY

    President & Managing PartnerCRD 5906388

Unlock 3 more contacts

Wealth teams

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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

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
1601 Dodge St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth