D Squared Capital Management provides investment management services for individuals, corporations, trusts, and estates. Operating as a bundled fee program managed by founder Darla East, the firm makes ongoing buy and sell decisions based on your specific financial goals and investment needs. Investment strategies can range from long-term holding to short-term trading, options, margin transactions, and short sales. The firm emphasizes personalized portfolio supervision, reviewing all accounts quarterly and monitoring for concentration risks and changing market conditions. Client assets are held by a third-party custodian, Shareholders Service Group, which provides trade execution and custodial services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are calculated based on prior month-end asset values and billed monthly in advance. For clients with multiple accounts, assets are aggregated and charged at the lowest available rate.