Two SEAS Capital LP

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Two SEAS Capital LP
CRD #310191
SEC #801-119993
CIK #0001823138
AUM 2,821.4 M (2026-03-31)
Employees 16 (44% Investors, 0% Brokers)
Fees
Minimum
Phone914-690-8253
Address32 Elm Place, 3rd Floor
Rye, NY 10580
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
Item 5. Fees and Compensation

Asset-Based Compensation

The Adviser may be paid an asset-based management fee of 0.50% to 1.75% per annum for certain of its
managed Funds, as further provided for in the relevant Fund Documents. The asset-based management
fees paid by certain Funds are determined based on the value of investor’s ratable share of the assets of
the Fund (as further described in the Fund Documents of each Fund) at the beginning of the quarter.
Investors who contribute assets on a date other than the first Business Day of a calendar quarter will be
charged a pro-rated management fee based on the remainder of the quarter. Management fees charged
to Investors who withdraw assets on a date other than the last business day of the month, will be
reimbursed to the Fund on a pro-rated basis based on the remaining days in the quarter.

These fees are negotiable. The Adviser may waive, reduce or otherwise modify the management fees for
any investor in a Fund, including affiliates of the Adviser. In addition, and as previously described in Item
4 above, the Adviser may occasionally enter into a side letter arrangement with certain Fund investors, in
which the Adviser or its affiliates may grant such investors with preferential terms, which may include fee
reductions or waivers.

Performance-Based Compensation

The Adviser may be paid performance-based compensation, which is compensation that is based on a
share of capital appreciation of the assets of a Client. This compensation may be paid to the Adviser or a
related person of the Adviser and, under certain circumstances, to certain strategic investors, and ranges
from 10% to 25% of the Client’s profits, as further described in each such investment advisory agreement
or Fund Documents. In some cases, this is paid on an annual basis and in other cases it is paid out of
amounts that would otherwise be distributed to a Client’s investors. In some cases, such performance-
based compensation is not earned unless a minimum return of 5% to 10% annualized is achieved, as
further provided for in the relevant Fund Documents.

These fees are negotiable. The Adviser may waive, reduce or otherwise modify the performance-based
compensation for any investor in a Fund, including affiliates of the Adviser. In addition, and as previously
described in Item 4 above, the Adviser may occasionally enter into a side letter arrangement with certain
Fund investors, in which the Adviser or its affiliates may grant such investors with preferential terms,
which may include fee reductions or waivers.

Payment of Fees

With respect to Funds that pay an asset-based management fee to the Adviser, such management fees
are paid in advance to the Adviser typically within the first fifteen business days of the calendar quarter.
Additional fees charged for mid-quarter contributions or fee reductions resulting from mid-quarter
withdrawals will be paid or reimbursed, as the case may be, typically within fifteen business days of such
contribution or withdrawal in accordance with such Fund Documents.

For Funds managed by the Adviser, performance-based compensation is allocated to an affiliate of the
Adviser on a crystallization event which could be created at the time of an investor withdrawal, end of the
calendar year or on a distribution event, as the case may be. For the Account managed by the Adviser,
performance-based compensation is paid after the realization of income within such Account.

The specific manner in which the Adviser charges and pays fees is established and described in greater
detail in the Fund Documents of the respective Fund. Fund investors should refer to these Fund
Documents for a complete understanding of how the Adviser is compensated for its advisory services. The
information contained herein is a summary only and is qualified in its entirety by such documents.

Other Fees and Expenses

The expenses paid by Clients are set forth in detail in the investment advisory agreement or (if applicable)
the Fund Documents of the relevant Client. Such expenses may differ among and within Clients. Clients,
prospective Clients, Fund investors and prospective Fund investors should review the applicable advisory
agreement or (if applicable) the Fund Documents carefully because such documents, and not the
summary in this brochure, describe more specifically the expenses such Client will bear.

In addition to paying the above compensation, each Fund will also be subject to other expenses, in
accordance with such Fund’s governing documents, which may include, but is not limited to, all out-of-
pocket expenses incurred by the Funds or on their behalf that are directly related to the organization of
the Funds including the initial offering of interests in the Funds, including legal fees related to the
organization of the Funds, consultation with the Managing Member, drafting and negotiation of
arrangements between the Funds and its service providers and Members and any similar costs and
expenses; ongoing expenses, including, without limitation, all administrative fees and expenses, including
any expenses incurred in the offering and sale of Interests, legal, accounting, insurance, consulting,
auditing and tax services and fees, costs of communication with Members, costs for redeeming Members’
interests, risk management costs and expenses, costs to make any filings required under applicable law
or regulation and fees and expenses of any administrator; investment expenses, including all brokerage
fees and commissions, interest on margin accounts and other indebtedness, borrowing charges on
Securities sold short, custodial fees, bank service fees and fees associated with insuring Fund Assets, costs
of any outside appraisers, accountants, attorneys, administrators or other experts or consultants engaged
in connection with specific transactions, expenses of research and data collection and analysis,
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
Item 7. Types of Clients

The Adviser’s Clients are directly managed Funds along with another investment adviser. The Adviser acts
as subadviser to certain Clients. With respect to any Fund, any initial subscription minimums are disclosed
in the respective Fund Documents. The Adviser does not have any requirements for opening or
maintaining an Account.

The Adviser, however, is not precluded from advising Clients that are not listed above.
Sector Form 13F Holdings Value ($B)
Power & Digital Infrastructure Acquisition Corp 0.3
Roivant Sciences Ltd 0.3
Apple Inc 0.2
Calumet Inc /DE 0.2
Talen Energy Corp 0.2
First Solar Inc 0.2
Indivior PLC 0.1
Nektar Therapeutics 0.1
New Media Investment Group Inc 0.1
Flame Acquisition Corp 0.1
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02020202220242027
Type Form D Funds Date Sold AUM
PE Two SEAS SC Opportunities Fund LP [2026-03-31] 50.1 M 50.1 M
Filed 2026-03-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Two SEAS UK Litigation Opportunities Cayman Fund Inc 2026-03-31 20.0 M
PE Two SEAS UK Litigation Opportunities Fund LP 2026-03-31 54.2 M
HF Two SEAS Strategic Investment Fund LP [2025-11-24] 35.5 M 42.6 M
Filed 2025-08-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF Two SEAS LNP Opportunities Cayman Fund LP [2023-03-31] 8.0 M 19.5 M
Filed 2025-10-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Two SEAS LNP Opportunities Domestic Fund LP [2023-03-31] 28.2 M 55.9 M
Filed 2025-08-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Two SEAS LNP Opportunities Master Fund LP 2023-03-31 93.0 M
HF Two SEAS Duration Litigation Opportunities Fund LLC - Class 2 [2022-04-29] 2.8 M 30.0 M
Filed 2021-01-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Two SEAS Duration Litigation Opportunities Fund LLC - Class 3 [2022-04-29] 2.8 M 1.0 M
Filed 2021-01-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Two SEAS Duration Litigation Opportunities Fund LLC - Class 4 [2022-04-29] 2.8 M 2.4 M
Filed 2021-01-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 14 2.8
(g) Pension and profit sharing plans 0 0.0
(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 14 2.8
By Discretionary
Discretionary 14 2.8
Non-Discretionary 0 0.0
Total 14 2.8
By Non-United States Persons
Non-United States Persons 2.5
United States Persons 0.3
Total 14 2.8
Form D Directors Role # Filings # Firms 2011 - 2026
Sina Toussi Executive Officer 11 3
Lawrence Palermo Executive Officer 10 2
John O'Callaghan Executive Officer 3 2
Kairos Litigation Opportunities Fund Manager LLC Executive Officer 2 1
Two Seas Litigation Opportunities Fund Manager LLC Executive Officer 2 1
Two Seas SC Opportunities Fund GP LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001823138]
SC 13D [0001823138]
SC 13G [0001823138]
Form 13D/13G Filer Form 13D/13G Subject Filed
Two SEAS Capital LP Pavmed Inc [2026-05-15]
Two SEAS Capital LP Nektar Therapeutics [2026-04-17]
Two SEAS Capital LP Odyssey Marine Exploration Inc [2026-04-13]
Two SEAS Capital LP Veradigm Inc [2025-11-14]
Two SEAS Capital LP Calumet Inc /DE [2025-08-13]
Two SEAS Capital LP Esperion Therapeutics Inc [2025-08-13]
Two SEAS Capital LP Gannett Co Inc [2025-08-13]
Two SEAS Capital LP Arbutus Biopharma Corp [2025-08-13]
Two SEAS Capital LP Core Scientific Inc/TX [2025-08-08]
Two SEAS Capital LP Core Scientific Inc [2025-08-08]
View All
Firm Profile (Form ADV)
Clients1 (40 non-US)
ServesInstitutional
Fund TypesHedge Fund, Private Equity
LEI549300IG1R1JWZAD4654
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