Twelve Two Capital LLC

Overview

Twelve Two Capital LLC operates as an independent registered investment adviser serving individual and family clients, with a focus on fee-for-service planning and discretionary portfolio management for smaller private clients. The firm combines traditional financial planning and portfolio oversight with educational programming, and it delivers advice under a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other billing). Advisory work explicitly includes retirement and pension consulting for smaller sponsors and workshops or seminars, indicating an emphasis on client education in addition to ongoing asset management. Investment activity shows a clear tilt toward pooled public vehicles rather than concentrated direct-equity portfolios. The firm does not identify as an active ESG investor. Given the small scale of assets, the manager appears to favor straightforward, diversified solutions appropriate for clients who need consolidated advice and access to common retail investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices