/Investor DB

One Management Company, LLC

Family office

Seed · 54 people tracked

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Investment thesis

One Capital Management is a fiduciary-based investment advisory firm aiming to act as a trusted advisor to families navigating wealth. Using a holistic, goals-based approach, the firm seeks to understand each client's unique financial circumstances to build customized solutions that help clients preserve and grow their assets. Its founding partners come from Canada, Sweden, and the United States, and its core values emphasize honesty, integrity, and prioritizing clients' interests. The firm manages approximately $9.7 billion in assets for over 3,000 clients including individuals, families, institutions, and foundations.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
Founded
2001
AUM
$9.7B
Tracked investments
1

Team · 54 people

from the firm's website
Donald H. McDonald· Founder | Managing Director
Adele Young· Managing Director | Senior Portfolio Manager
Alejandro Phillips· Executive Director | Human Resources
Andrew Whitehouse· Director | Wealth Management
Brad M. Barrett· Managing Director | Wealth Management
Brady Nance· Managing Director | Wealth Management
Candy Moore· Director | Wealth Management
Carl Mueller· Executive Director | Wealth Management
Chad Kessler· Managing Director | Wealth Management
Craig Valdes· Managing Director | Wealth Management
Cranston "Dan" Gesell· Executive Director | Wealth Management
Curtis Wheeler· Chief Compliance Officer
Dan Cozano· Executive Director | Wealth Management
Dan K. E. Stridsberg· Managing Director
Daniel Kang· Managing Director | Senior Portfolio Manager
Danielle Spencer· Executive Director | Operations
Derek Schwartz· Executive Director | Senior Portfolio Manager
Eric Hamel· Executive Director | Wealth Management
Eric Swanson· Executive Director | Wealth Management
James Nitchke· Managing Director | Wealth Management
Jared Osborne· Executive Director | Wealth Management
Jason Nahoul· Managing Director | Senior Portfolio Manager
Jason Thomas· Director | Wealth Management
Jeff Smith· Managing Director
Jeremy White· Director | Client Services
Joe Caballero· Executive Director | Wealth Management
John Clagett· Managing Director | Wealth Management
Joshua O'Handley· Associate | Wealth Manager
JP Mabini· Managing Director | Wealth Management
Kris Clagett· Director
Lance Messervy· Managing Director | Senior Portfolio Manager
Laura Zimmerman· Executive Director | Senior Portfolio Manager
Mark Binder· Executive Director | Wealth Management
Mark Miller· Executive Director | Wealth Management
Matt Stephenson· Managing Director | Wealth Management
Mike Chisick· Managing Director | Wealth Management, Senior Portfolio Manager
Nicholas McDonald· Senior Executive Manager | Wealth Management
Nick Gardner· Managing Director | Wealth Management
Patrick J. Bowen· President
Ross Lloyd· Executive Director | Wealth Management
Ryan Howard· Director | Wealth Manager
Samantha Bakke· Executive Director | Wealth Management
Sarah Slusher· Managing Director | Wealth Management
Sean McKeon· Managing Director | Wealth Management
Sean Righter· Managing Director | Wealth Management
Sheila Cimini· Director | Client Services
Shelley Lantz· Chief of Staff
Sheri Ann T. Chang Yamaguchi· Managing Director | Wealth Management
Steve Cowley· Chief Investment Officer
Tim Sheldon· Managing Director | Senior Portfolio Manager
Tobie Rodriguez· Executive Director | Wealth Management
Tony Rhee· Managing Director | Wealth Management
Wayne Baxter· Senior Executive Manager | Wealth Management
Zack Stein· Managing Director | Wealth Management

What they invest in

from 1 of 1 portfolio companies

Cloud Computing ×1Data & Infrastructure ×1Developer Tools ×1Enterprise Software ×1SaaS ×1

HQs:United States×1

Investments · 1 tracked

founders shown can be your intro path
Nullstonenullstone.ioin𝕏Seed

Nullstone provides a developer-focused platform for self-service cloud infrastructure management across multiple providers, eliminating the need for DevOps expertise.

Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSAtlanta, US

Brad Sickles(Founder)inScott Sickles(Founder)in

Co-investorsY Combinator

Frequently asked questions

What stage does One Management Company, LLC invest at?
One Management Company, LLC invests at the Seed stage.
What sectors does One Management Company, LLC focus on?
One Management Company, LLC focuses on Enterprise Software.

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