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 a corporation registered with the SEC in 2022 that operates as a CPO/CTA and provides portfolio management across individuals, pooled vehicles, and institutions. The firm combines traditional portfolio management with commodity or derivative-focused trading strategies consistent with a CPO/CTA profile. Its fee schedule includes percentage-of-AUM fees and performance-based fees, indicating it runs strategies where manager performance is directly tied to client compensation. Client focus skews toward high-net-worth individuals, families and institutional investors given the concentrated client base and large average account sizes. Two Prime Inc. does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm reports activity as both discretionary and non-discretionary manager across separate accounts and pooled structures.