2xideas
Firm details
- Headquarters
- New York, New York
- CRD number
- 328190
- Registered since
- November 6, 2023
- Website
- www.2xideas.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
2xideas is a corporation registered with the SEC in 2023 that operates as an institutional registered investment adviser focused on serving institutional clients. The firm provides portfolio management for businesses and institutions and also publishes periodicals or newsletters, indicating a research or content-distribution component alongside discretionary portfolio work. Ownership is split between an individual and a foreign entity. Fee arrangements include a percentage-of-AUM schedule and subscription fees, reflecting a hybrid revenue model that combines traditional asset-based advisory fees with paid publishing or research subscriptions. The adviser identifies itself as an active ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3Stephan Welti
Financial Advisor and Registered RepresentativeCRD 7677235
Daniel Sigg
Financial Advisor and Registered RepresentativeCRD 1418751

Karalyn Hutton
Business Development DirectorCRD 7726483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 666 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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