A complete list of active advisors currently associated with Symphony One Capital Management, LLC
Warmer can help you find a great advisor at Symphony One Capital Management, LLC or one who fits your needs even better.
Symphony One Capital Management, LLC is a state-registered advisory firm founded in 2023 that serves individuals, high‑net‑worth clients, institutions, financial advisory firms and private pooled investment vehicles. The firm provides discretionary portfolio management, operates two Delaware private pooled investment vehicles (Symphony One Capital Equity Fund, LP and Symphony One Capital Opus Fund, LP), offers separately managed accounts that implement those fund strategies, and delivers model portfolios to other advisors and institutional clients. SOCM implements proprietary quantitative strategies that seek short‑term mispricings and may employ long and short positions, time‑varying leverage, and derivatives across equities, futures, options and ETFs; it also offers blended “Harmony 40” model portfolios that combine the private funds with traditional ETF allocations. The brochure describes model delivery arrangements and notes the use of performance‑linked compensation for qualified clients, including profit allocations subject to loss‑recovery mechanics, and cautions that frequent trading and model risk can increase volatility and transaction costs. What is distinctive relative to many supported peers is the firm’s combination of acting as a private fund adviser while also providing model delivery and SMA overlays to other advisers and institutions, together with a small reported regulatory AUM alongside a substantially larger amount of assets under advisement. The firm’s emphasis on quantitative, frequently traded strategies and its use of performance‑based compensation with contingent loss recovery are features that are less common among similarly sized supported firms.
To learn more about the advisors currently working at Symphony One 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.
You can also browse Symphony One Capital Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 2
| |
Dallas, TX
| 12
| |
Wilmington, NC
| 2
|
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