SR ONE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2020
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$128M
Accounts
19
Employees
28
Advisory reps
4

Firm details

Headquarters
REDWOOD CITY, California
CRD number
306361
Registered since
July 24, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SR One Capital Management, LP is structured as a private equity limited partnership and operates primarily for institutional clients. The firm registered with the SEC in 2020 and identifies itself as a manager of pooled investment vehicles, serving as adviser and sponsor/GP for funds it controls. It charges a combination of percentage-of-AUM and performance-based fees and reports being an active ESG investor. The firm does not position itself as a capital allocator to external mandates; instead, it manages its own private funds and acts as a general partner or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 4
  • RAJEEV DADOO

    COO & Managing PartnerCRD 7196490

  • SASHA KEOUGH

    General Counsel and Chief Compliance OfficerCRD 7682447

  • SIMEON GEORGE

    CEO & Managing PartnerCRD 7196489

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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

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
929 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth