Symphony One Capital Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 329568
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles83.78%
- HNWI16.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Symphony One Capital Management, LLC is an owner-run limited liability company that operates with a hedge fund orientation. The firm serves both individual and family clients as well as institutional accounts, and provides portfolio management across individual/small business relationships, pooled investment vehicles, and business or institutional mandates. Its compensation model includes percentage-of-assets fees, fixed fees and performance-based fees. Symphony One is not positioned as an ESG investor and does not identify as a multi-state adviser; it also acts in sponsor/GP/managing-member roles for pooled investment vehicles it manages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1
William Hays
Co Founder and Chief Investment OfficerCRD 6230216
Contacts
2 of 2
Vernon Schoonover
Vice President of Investor RelationsCRD 6871207

Khalid Al Abid
Investment Adviser RepresentativeCRD 7816699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 17304 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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