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SYMPHONY ONE CAPITAL MANAGEMENT, LLC
CRD 329568
17304 PRESTON ROAD, SUITE 800, DALLAS, TX, 75287, United States
Phone
617-331-8033
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$10.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD