2XIDEAS

RIASEC RegisteredEst. 2023
Total AUM
$79.7M
Discretionary
$79.7M
100% of AUM
Avg account
$79.7M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
328190
Registered since
November 6, 2023
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

FINTRX

Overview

2xideas is a boutique institutional adviser focused on managed equity exposures and investor communications. The firm’s registered activities list portfolio management for businesses or institutions alongside the publication of periodicals or newsletters, which suggests a combined research- and publishing-driven model: managing discrete equity portfolios while producing investment content or strategy reports that support client decisions. 2xideas explicitly signals an ESG orientation, indicating environmental, social or governance factors are incorporated into security selection or portfolio construction. The firm’s client base is institutional and its fee model includes both a percentage of AUM and subscription fees, reflecting a hybrid revenue mix of asset management and paid research or content. Corporate ownership is reported as a mix of a foreign entity and an individual. 2xideas is not classified as a capital allocator, and it does not list pension consulting or family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • STEPHAN WELTI

    Financial Advisor and Registered RepresentativeCRD 7677235

  • DANIEL SIGG

    Financial Advisor and Registered RepresentativeCRD 1418751

  • KARALYN HUTTON

    Business Development DirectorCRD 7726483

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth