SYMPHONY ONE CAPITAL MANAGEMENT, LLC

Overview

Symphony One Capital Management, LLC is a small, institutional-focused investment adviser operating as a limited liability company and structured around hedge fund strategies and pooled vehicles. The firm combines portfolio management for pooled investment vehicles with discretionary management for institutional and business clients. Its fee mix includes percentage-of-AUM, fixed fees and performance-based fees, which aligns with a hedge-fund style compensation model and signals an emphasis on active, performance-driven strategies. Investment activity is concentrated: the firm manages a majority of its assets through private funds while maintaining a smaller allocation to exchange-traded securities. Symphony One does not position itself as an ESG investor. Given the mix of advisory services — portfolio management for pooled vehicles and for businesses or institutions — the firm’s operating profile is consistent with a manager that runs closed-end or pooled alternative vehicles alongside separate account or SMA mandates.

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