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ACT TWO INVESTORS LLC
CRD 294046 · SEC 801-112940
CA, United States
Phone
831-226-2915
Fax
831-265-5658
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$647.0M
Discretionary AUM
$647.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $10.5M |
| High net worth individuals | 260 | $626.9M |
| Pension/profit sharing plans | 5 | $9.6M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD