ACT Two Investors LLC

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Assets, Funds, Holdings

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ACT Two Investors LLC
CRD #294046
SEC #801-112940
CIK #0001766907
AUM $505.0 MM (2024-03-28)
Employees 1 (100% Investors, 0% Brokers)
Phone831-226-2915
Address641 Escalona Drive
Santa Cruz, CA 95060
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002009201420192025
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 ($MM)
60048036024012002019202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001766907]
Comparable Firms State AUM ($BB)
White Lighthouse Investment Management Inc
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
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