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Dublin Capital Management LLC delivers integrated financial planning and investment services, providing clients a unified approach to wealth management. The firm offers personal financial planning, portfolio management, and retirement planning. It uniquely combines these with income tax services from Dublin Advisors LLC, enabling comprehensive financial solutions under one roof.
The company is led by Jerod Cook, Financial Advisor, collaborating with David Bentz, CERTIFIED FINANCIAL PLANNER™. Their founding insight recognized that complete financial understanding requires converging investment and tax expertise. This vision established their "Personal CFO Team" model, designed to offer personalized and proactive financial management.
Dublin Capital Management serves individuals and families seeking holistic financial guidance. The firm’s vision is to empower clients through a deep understanding of their assets and investment rationales. Acting as a dedicated "Personal CFO Team," they strive to foster informed financial decision-making, helping clients navigate their financial journey towards long-term objectives.
Dublin Capital has 2 tracked investments across 1 company. The latest tracked deal is $8.0M Series A in Tenovos in June 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jun 1, 2021 | Tenovos | $8.0M Series A | Progress Ventures | Bdmi Bertelsmann Digital Media Investments, Blue Collective, FINTOP Capital, OWL Capital, Primetime Partners, Tealium, Jeff Lunsford, Revel Partners |
| Jul 1, 2020 | Tenovos | $4.0M Series A | Chris Legg | Bdmi Bertelsmann Digital Media Investments, Blue Collective, OWL Capital, Primetime Partners, Revel Partners |
