Two Fish Management

RIAState Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$1.8M
Accounts
11
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
149612
Registered since
July 24, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85%
  • Pooled Investment Vehicles15%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Two Fish Management is a small, privately held LLC that operates as a hedge fund manager serving individual/family and institutional clients. The firm provides discretionary portfolio management for both individual/small-business accounts and pooled investment vehicles, and it also sponsors and acts as general partner/managing member of pooled vehicles it oversees. Ownership is individual, and its compensation model combines a percentage-of-AUM advisory fee with performance-based fees. Two Fish is registered to do business in Illinois and Indiana. It does not identify as an ESG-focused investor. The firm’s activities center on active portfolio management rather than pension consulting or broader capital-allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Derivatives 30%, Private Funds 15%, US Government Bonds 1%, Cash & Cash Equivalents 1%53%
  • Exchange Traded Equities53%
  • Derivatives30%
  • Private Funds15%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth