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ACT Two Investors LLC
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CRD # | 294046 |
SEC # | 801-112940 |
CIK # | 0001766907 |
AUM | $505.0 MM (2024-03-28) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 831-226-2915 |
Address | 641 Escalona Drive Santa Cruz, CA 95060 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 67.8 | |
GOOG | 1,482,566.4 | 57.0 | |
AMZN | 1,092,997.8 | 38.4 | |
NXPI | 40,492.7 | 38.4 | |
TMUS | 166,764.4 | 38.0 | |
UNH | 477,004.0 | 33.5 | |
V | 419,260.5 | 27.1 | |
AZN | 204,313.2 | 25.0 | |
NOC | 72,230.4 | 23.2 | |
AAPL | 2,382,844.0 | 19.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 35 | 7.0 |
(b) Individuals (high net worth individuals) | 245 | 483.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 6 | 14.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 286 | 505.0 |
By Discretionary | ||
Discretionary | 286 | 505.0 |
Non-Discretionary | 0 | 0.0 |
Total | 286 | 505.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 505.0 | |
Total | 286 | 505.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001766907] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
White Lighthouse Investment Management Inc
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|
MA | 0.5 |
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |
Carlson & Company Financial Services LLC
✚
|
KS | 0.5 |
Blue Fin Capital Inc
✚
|
RI | 0.5 |
TCFG Investment Advisors LLC
✚
|
CA | 0.5 |
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.5 |
Neumann Capital Management LLC
✚
|
CA | 0.5 |
Dash Acquisitions Inc
✚
|
CA | 0.5 |
West Advisors Incorporated
✚
|
IN | 0.5 |
Capitalia Suisse
✚
|
0.5 |