$647.0M Total AUM
$647.0M Disc. AUM
73.8% 3Y CAGR
1 Employees
311 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum oak
- Established Date
- 03-01-2018
- Office Locations
- 2
Office Locations
-- Santa Cruz CA
-- Westport CT
About ACT TWO Investors LLC
ACT Two Investors is a Santa Cruz, CA registered investment adviser serving retail and institutional clients with discretionary portfolio management and portfolio construction. The firm emphasizes asset allocation using ETFs and mutual funds, with fixed-income capability, and primarily custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$647.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Harbor element
Custodian
Catalyst quantum Delta
Investment Themes
Legacy
Investment Vehicles
Frontier Vertex signal
Services
Signal atlas Crest
Technology
Matrix
Owner & Executives
J
JEFFREY ROBERT SCHARF
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- 75% or more
(379) 835-4174
momentum.radial@crestcapital.com
in linkedin.com/in/crest-legacy
Showing 1 of 1 owners & executives
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M
MARCOS MARTINS PEIXOTO
--
- CRD
- #4782526
(247) 450-4257
element.fusion@catalystcapital.com
in linkedin.com/in/timber-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,971,049 | $2,080,293 |
| Non-Discretionary | $0 | -- |
| Total | $646,971,049 | $2,080,293 |
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Separately Managed Accounts
Total SMA Asset: $646,971,049
Equity - Exchange:
36.6% Public Funds:
32.5% Cash:
30.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,812,778,243 | 36.6% |
| Public Funds | $2,497,685,598 | 32.5% |
| Cash | $2,374,722,615 | 30.9% |
| Total | $7,685,186,456 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER OPTIMA | BRIDGE GLACIER | E0TQGM2BV | EMSKI | 10.54% | $91,210,753 |
| VITAL ATLAS | FUSION INSIGHT | Z137CTXD2 | OIL | 1.48% | $24,447,500 |
| HARBOR RIDGE | RADIAL VECTOR | Y0NGWE3VK | QBQ | 2.18% | $51,134,498 |
| BRIDGE FOCUS SUMMIT | EAGLE FOUNDATION | AWDCDE8DX | ESR | 8.60% | $32,371,263 |
| VALUE RIDGE | INSIGHT RIDGE | AEYD6EMIC | OEL | 5.04% | $82,071,723 |
| CAPITAL SIGNAL MERIDIAN | INSIGHT HORIZON | YCP2WQ1K2 | HDX | 6.48% | $35,958,379 |
| BEACON BRIDGE | GLACIER FOCUS | 4PO7C18P1 | ENM | 9.62% | $4,792,663 |
| FUSION ATLAS | EAGLE SIGNAL | HW7VCX2HN | MLGB | 7.36% | $100,495,024 |