ACT TWO INVESTORS LLC

SANTA CRUZ, CA Investment Advisor How do I update this listing?

ACT TWO Investors is based out of Santa Cruz. ACT TWO Investors is a large advisory firm with 36 clients and discretionary assets under management (AUM) of $137,611,377 (Form ADV from 2018-06-24). Their last reported 13F filing for Q4 2018 included $142,313,000 in managed 13F securities and a top 10 holdings concentration of 57.47%. ACT TWO Investors's largest holding is Microsoft Corp. with shares held of 120,063. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.78%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ACT TWO INVESTORS LLC

  

Business Phone: 831-246-0035
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 0
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 36
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ACT TWO INVESTORS LLC

ownership team - last updated 2018-06-24
Name Title Start Date Direct/Indirect % Ownership
SCHARF, JEFFREY, ROBERT MANAGER, CCO 03/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
SCHARF INVESTMENTS, LLC MANAGING MEMBER & CHAIRMAN direct 1983-01-01
SCHARF JEFFREY ROBERT PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1983-01-01
SCHARF INVESTMENTS, LLC MANAGER & CHAIRMAN direct 1983-01-01
SCHARF INVESTMENTS, LLC MEMBER direct 1983-01-01
SCHARF INVESTMENTS, LLC CHAIRMAN direct 1983-01-01
SCHARF INVESTMENTS, LLC MANAGER direct 1983-01-01
SCHARF JEFFREY ROBERT MANAGER, CHIEF COMPLIANCE OFFICER direct 1983-01-01

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