Two Prime Inc.

RIASEC RegisteredEst. 2022

Total AUM

$416M

Discretionary

$215M

52% of AUM

Avg account

$13.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 316015
Registered since: February 11, 2022
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, COPPER TECHNOLOGIES
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers60.45%
HNWI32.48%
Corporations / Businesses6.58%
Pooled Investment Vehicles0.49%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Two Prime Inc. is an SEC-registered institutional RIA that began registration in 2022 and is organized as a corporation with both a domestic entity and individual ownership. The firm serves individual, family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and business/institutional mandates. Two Prime operates as a commodity pool operator or commodity trading advisor (CPO/CTA) and charges a mix of percentage-of-AUM fees, performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.