Symphony One Capital Management (SOCM) offers investment management services to private pooled investment vehicles and separately managed accounts (SMAs). SOCM uses quantitative strategies to identify short-term mispricings in publicly traded instruments. They also offer traditional asset management SMAs based on individual client goals, using ETFs. SOCM provides model delivery services where they provide investment models without trading authority.
Assets Under Management$10M
Clients2
Advisors3
Avg. per Client$5.2M
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Symphony One Capital Management offers investment management for traditional separately managed accounts (SMAs). Fees range from 0.50% to 2.00% of the assets managed per year, paid quarterly in advance. All fees are negotiable.
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