Two Centuries Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299570
- Website
- www.twocenturies.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Two Centuries Investments, LLC is a small, discretionary portfolio manager that centers its investment activity on public pooled funds and targeted alternative exposure. The firm is set up as an LLC and provides portfolio management for both individuals/small businesses and for businesses or institutions. Filings identify Two Centuries Investments, LLC as an active ESG investor, which suggests environmental, social and governance factors are integrated into manager selection and security or fund screening rather than solely price-driven decisions. Fee arrangements combine a percentage of assets under management with fixed fees, indicating flexibility in pricing across client relationships. Investment allocations appear conservative and manager-driven: a meaningful share of the firm’s assets sits in public mutual funds and similar pooled vehicles, while a material allocation is directed to third-party real estate funds. Two Centuries Investments, LLC uses Interactive Brokers LLC as its custodian for the entirety of assets reported, supporting a custody and execution model that favors electronic trading and direct custody relationships.
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
- Public Funds/Mutual Funds53%
- Cash & Cash Equivalents33%
- Exchange Traded Equities14%
Owners & executives
1 of 1
Mikhail Samonov
Founder and CEOCRD 6768571
Contacts
1 of 1
John Toohey
Fundamental Research AnalystCRD 5647069
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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