2XIDEAS US INC.
DBA: 2XIDEAS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $79.7M |
| Discretionary | $79.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $79.7M |
| Employees | 2 |
| Peak AUM | $300.0MSep 2023 |
| AUM CAGR | -38.2% /yrover 3 yrs · 10 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $80M | +0.6% | 38.2% | — | |
| Discretionary AUM | $80M | ||||
Key Metrics
| Total AUM | $79.7M |
| Discretionary | $79.7M |
| Employees | 2 |
| Client Accounts | 1 |
Contact & Location
Address
666 THIRD AVENUE
NEW YORK NY 10017
Phone
646-604-9039
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMSubscription
Advisory Services
Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$80M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser