SYMPHONY ONE CAPITAL MANAGEMENT, LLC

SYMPHONY ONE CAPITAL MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 329568). Regulatory assets under management: $13.0M.

Registration

• CRD: 329568
• Type: Registered investment adviser
• Location: 17304 PRESTON ROAD, DALLAS, TX, 75287
• Phone: 617-331-8033
• Latest filing: 2026-07-30
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 4
• Accounts: 8

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329568 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search