Data / Investment advisers / New York / 2xideas
2xideas, New York, NY: $79.7 million AUM, SEC registered investment adviser
2xideas is an SEC registered investment adviser with its main office in New York, New York and reports $79.7 million in regulatory assets under management in its Form ADV filed June 11, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 328190
- SEC file number
- 801-128870
- SEC status
- Approved, effective November 6, 2023
- Legal name
- 2xideas US Inc.
- Main office
- 666 Third Avenue Suite 629, New York, NY 10017
- Phone
- (646) 604-9039
- Regulatory AUM
- $79,748,031 in the Form ADV filed June 11, 2026
- Discretionary AUM
- $79,748,031
- Accounts
- 1
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, subscription fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1 | $79.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $79.7 million | February 6, 2026 |
| December 1, 2025 | $79.3 million | February 10, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ivesta Corp | New York | $82 million | Not listed | adviserinfo.sec.gov |
| Dasta Investments LLC | New York | $81.8 million | Not listed | adviserinfo.sec.gov |
| Betteredge Capital LLC | New York | $81.4 million | Not listed | adviserinfo.sec.gov |
| Abernathy Group II LLC | New York | $80.2 million | 1 | adviserinfo.sec.gov |
| Seaport Global Asset Management LLC | New York | $80 million | 10 | adviserinfo.sec.gov |
| Minerva Wealth Advisory | New York | $79.5 million | Not listed | adviserinfo.sec.gov |
| Revere Wealth Management LLC | New York | $78.3 million | Not listed | adviserinfo.sec.gov |
| Pearl Lane Advisors, LLC | New York | $78.2 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving pension and profit sharing plans
- 2xideas on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.