AdvizorPro
TWO Centuries Investments, LLC

TWO Centuries Investments, LLC. CRD 299570

TWO Centuries Investments, LLC logo

CRD: 299570

TWO Centuries Investments, LLC

$54.1M Total AUM
$54.1M Disc. AUM
-- 3Y CAGR
3 Employees
0 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
12-13-2018
Office Locations
2

Office Locations

7 Chatsworth WAY SAN Antonio TX
-- Hopewell NJ

About TWO Centuries Investments, LLC

Two Centuries Investments partners with families and financial advisors to develop adaptive, dynamically managed investment frameworks that blend quantitative research with fundamental analysis. The firm focuses on portfolio construction and asset allocation in public markets using vehicles such as ETFs and mutual funds, with an emphasis on risk management for shifting regimes. Primary custodian includes Interactive Brokers.

Team overview

-- AVG AGE
$27.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

MIKHAIL SAMONOV

MIKHAIL SAMONOV

Chief Compliance Officer, Managing Member, Portfolio Manager

CRD
#6768571
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

John Patrick Toohey

John Patrick Toohey

Director

CRD
#5647069
Available
Available
Available

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,123,954 --
Non-Discretionary $0 --
Total $54,123,954 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

Continue browsing

View all advisor firms in New Jersey

Start a free trial and
prospect smarter