Two Fish Management
Firm details
- Headquarters
- ,
- CRD number
- 149612
- Registered since
- July 24, 2013
- Website
- twofishmgmt.com
- 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
FINTRXOverview
Two Fish Management is a small, privately held LLC that operates as a hedge fund manager serving individual/family and institutional clients. The firm provides discretionary portfolio management for both individual/small-business accounts and pooled investment vehicles, and it also sponsors and acts as general partner/managing member of pooled vehicles it oversees. Ownership is individual, and its compensation model combines a percentage-of-AUM advisory fee with performance-based fees. Two Fish is registered to do business in Illinois and Indiana. It does not identify as an ESG-focused investor. The firm’s activities center on active portfolio management rather than pension consulting or broader capital-allocation services.
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
- Exchange Traded Equities53%
- Derivatives30%
- Private Funds15%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations