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TWO PRIME INC.
CRD 316015 · SEC 801-123219
NC, United States
Phone
480-290-4951
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.5M
Discretionary AUM
$215.4M
Team
11 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SPREADS
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $135.3M |
| Pooled investment vehicles | 1 | $2.0M |
| Other investment advisers | 4 | $251.8M |
| Corporations/business entities | 3 | $27.4M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD