A complete list of active advisors currently associated with D Squared Capital Management, LLC

Warmer can help you find a great advisor at D Squared Capital Management, LLC or one who fits your needs even better.

The firm provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations and business entities, managing portfolios composed of individual equities, fixed income and option contracts. Services are offered through a firm‑sponsored wrap fee program and, separately, through non‑wrap advisory arrangements where trade execution costs are passed through to the client. The portfolio manager applies a mix of fundamental, technical, charting and cyclical analysis and reviews client accounts at least quarterly to align holdings with clients’ objectives. Investment strategies include long‑ and short‑term positions, active trading, margin use, covered call writing, option‑based stock replacements and limited short‑sale transactions, and the firm may incorporate third‑party research and custodian execution services. A distinctive feature is that the firm sponsors its own wrap fee program — an arrangement that is relatively uncommon among peers — while retaining a non‑wrap option for smaller accounts. The firm also maintains a custodian relationship that provides execution, research and a portfolio evaluation/tax‑lot service paid for by the firm on clients’ behalf, and manages a compact client base (around 20 clients and roughly $5 million in assets), which it aggregates across accounts for management.

To learn more about the advisors currently working at D Squared Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.