# D Squared Capital Management, LLC

> D Squared Capital Management, LLC is a state-registered investment advisory firm in Oro Valley, AZ, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2019.

- CRD: 154019
- Filed as: D SQUARED CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oro Valley, AZ
- Filing period: October 2026
- Form ADV filing dated: January 16, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154019
- AdvisorCensus page: https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019

## Quick answers

**How is D Squared Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), D Squared Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is D Squared Capital Management, LLC located?**
D Squared Capital Management, LLC's principal office is in Oro Valley, AZ, according to its Form ADV.

**Is D Squared Capital Management, LLC registered with the SEC or a state?**
D Squared Capital Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154019.

**How much does D Squared Capital Management, LLC manage?**
D Squared Capital Management, LLC reports $5,000,000 in regulatory assets under management in its Form ADV filing dated January 16, 2019 (100% discretionary).

**What types of clients does D Squared Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does D Squared Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154019

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,000,000
- Discretionary: $5,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dsquaredcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D Squared Capital Management, LLC (CRD 154019): Form ADV filing data as of October 2026.