Two Centuries Investments, LLC

RIASEC Registered
Total AUM
$54.1M
Discretionary
$54.1M
100% of AUM
Avg account
$27.1M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
299570
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Cash & Cash Equivalents 33%, Exchange Traded Equities 14%53%
  • Public Funds/Mutual Funds53%
  • Cash & Cash Equivalents33%
  • Exchange Traded Equities14%

Owners & executives

1 of 1
  • Mikhail Samonov

    Mikhail Samonov

    Founder and CEOCRD 6768571

Contacts

1 of 1
  • John Toohey

    John Toohey

    Fundamental Research AnalystCRD 5647069

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth