Two Point Capital Management, Inc. (Pittsford)

Name: Two Point Capital Management, Inc.
Address: 4 S. Mainstreet, Pittsford, NY, 14534
Telephone: 585-586-1731

Two Point Capital Management, Inc. is a large advisory firm based in Pittsford. It manages $108.51 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Montana.

Two Point Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Two Point Capital Management: assets under management

The assets under management (AUM) of Two Point Capital Management, Inc. is $108.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.47 million each.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 27% of the firm’s portfolio. Investments in government bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Two Point Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Two Point Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Two Point Capital Management is high net worth individuals with 56 clients and $104.17 million of assets under management. Among the 10 most similar advisory firms, Two Point Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $108.51 million for 74 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Two Point Capital Management doesn't advise any private funds.

Careers at Two Point Capital Management, Inc.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Bryan Mcgowan	President, cco	1 Feb 1999	75% - 100%	2618496
John Mcgowan	President, cco	1 Feb 1999	75% - 100%	2618496
Anthony Dominick Testa	Executive vice president	1 Mar 2005	Other	4934106

Based in Pittsford

The principal office where Two Point Capital Management, Inc. performs its advisory services is located at 4 S. Mainstreet, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-586-1731 or by fax 585-586-0091. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at twopointcapital.com.