# 2XIDEAS

> 2XIDEAS is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 328190
- Legal name: 2XIDEAS US Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328190
- AdvisorCensus page: https://advisorcensus.com/firm/2xideas-new-york-ny-328190

## Quick answers

**How is 2XIDEAS compensated?**
On its Form ADV (Item 5.E, October 2026), 2XIDEAS reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).

**Where is 2XIDEAS located?**
2XIDEAS' principal office is in New York, NY, according to its Form ADV.

**Is 2XIDEAS registered with the SEC or a state?**
2XIDEAS is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328190.

**How much does 2XIDEAS manage?**
2XIDEAS reports $79,748,031 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have 2XIDEAS' assets and staff changed since 2024?**
In the Form ADV data for 2XIDEAS: Regulatory assets under management: $80,691,300 in the October 2024 data and $79,748,031 in the October 2026 data, down 1%. Total employees: 4 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 2XIDEAS serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does 2XIDEAS use?**
2XIDEAS' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does 2XIDEAS report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328190

**Does 2XIDEAS state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "We do not have a minimum amount of AUM to open an account."

**What changed in 2XIDEAS' recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> We do not have a minimum amount of AUM to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $79,748,031
- Discretionary: $79,748,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $79,748,031 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 2xideas.com/us
- LinkedIn @2xideas

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $80,691,300 | 4 | September 10, 2024 |
| October 2025 | $79,303,375 | 2 | February 10, 2025 |
| October 2026 | $79,748,031 | 2 | June 11, 2026 |

Regulatory assets under management: $80,691,300 in the October 2024 data and $79,748,031 in the October 2026 data, down 1%.
Total employees: 4 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 2XIDEAS (CRD 328190): Form ADV filing data as of October 2026.