Two Fish Management
Firm details
- Headquarters
- ,
- CRD number
- 149612
- Registered since
- July 24, 2013
- Website
- twofishmgmt.com
- 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
FINTRXOverview
Two Fish Management is a small, SEC-registered hedge fund structured as a limited liability company that provides discretionary portfolio management for both individuals/small businesses and pooled investment vehicles. The firm runs active, equity-focused strategies — filings show a clear preference for exchange-traded equities — and charges a mix of percentage-of-AUM and performance-based fees consistent with hedge-fund-style compensation. Two Fish Management acts as sponsor, general partner and managing member for at least one pooled vehicle it advises, indicating it runs its own private fund products in addition to managing separate accounts for individual and institutional clients. The adviser is not an ESG-driven manager according to its disclosures and is not positioned as a multi-state or newly formed adviser. While it is not classified as a dedicated capital allocator, the firm does make use of third-party alternative managers and mutual funds alongside its internally managed strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities53%
- Derivatives30%
- Private Funds15%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
John Sauder
PresidentCRD 4432146
Michael Morris
Managing MemberCRD 4847333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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