CRD: 154019
D Squared Capital Management, LLC
ORO Valley, AZ, 85755
4065512198
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
13973 N Stone Gate PL ORO Valley AZ
About D Squared Capital Management, LLC
D Squared Capital Management, LLC is a ORO Valley-based RIA. The firm has been operating for 20 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with SSG.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Element unison
Investment Vehicles
Vector
Owner & Executives
D
DARLA JEAN EAST
COMPLIANCE OFFICER, Managing Member, President
- CRD
- #1424509
- Ownership
- 50% but less than 75%
(560) 601-1960
optima.eagle@oakcapital.com
in linkedin.com/in/pathway-matrix
D
DOUGLAS STEVEN EAST
President
- CRD
- --
- Ownership
- 50% but less than 75%
(712) 687-2168
legacy.fusion@oakcapital.com
in linkedin.com/in/capital-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
58.8% Cash:
21.5% Derivatives:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,281,217,752 | 58.8% |
| Cash | $1,931,057,511 | 21.5% |
| Derivatives | $1,769,387,581 | 19.7% |
| Total | $8,981,662,844 | 100.0% |