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TWO PRIME INC.
CRD 316015File 801-123219
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$416.5M
Below cohort median (national)
Discretionary AUM
$215.4M
Non-discretionary $201.1M
Clients
30
30 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 11, 2022
- Principal office
- Not reported
- Phone
- 480-290-4951
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.5M
- Discretionary AUM
- $215.4M
- Non-discretionary AUM
- $201.1M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 3
- Total accounts
- 30
- AUM per client
- $13.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $27.4M |
| Other investment advisers | 4 | $251.8M |
| High net worth individuals | 22 | $135.3M |
| Pooled investment vehicles | 1 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SPREADS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.