Two Prime Inc.
- Regulatory AUM
- $416M
- Discretionary
- $215M
- Clients
- 30
- Avg AUM / client
- $13.9M
- Accounts
- 30
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 22 | $135M | 32.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.0M | 0.49% |
| Other investment advisers | 4 | $252M | 60.4% |
| Corporations and other businesses | 3 | $27.4M | 6.58% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blume, Alexander | Managing Partner | May 2019 (7y) | 25% – 50% | |
| Fleury, Marc | Partner | May 2019 (7y) | 25% – 50% | |
| Cox, Nathaniel, Jordan | Chief Investment Officer | Feb 2020 (7y) | 10% – 25% | |
| Deshpande, Salil | Managing Member | Jan 2022 (5y) | GP / trustee / elected manager of Uncorrelated Holdings Llc (indirect) | |
| Ozyp, Nicholas | Chief Compliance Officer | Jan 2022 (5y) | 5% – 10% | |
| Richard, Adam, Wayne | Vp Of Capital Formation | Jun 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Uncorrelated Holdings Llc | Non Operating Owner | Jan 2022 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SPREADS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $62.8M (15% of AUM) Apr 2026
- Copper Technologies $1.6M (0% of AUM) Apr 2026
- Deribit $100 (0% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗