Two Fish Management

RIASEC RegisteredEst. 2013
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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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%

Contacts

2 of 2
  • John Sauder

    John Sauder

    PresidentCRD 4432146

  • Michael Morris

    Managing MemberCRD 4847333

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth