TWO POINT CAPITAL MANAGEMENT, INC.
Adviser information for TWO POINT CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 199 | $273.3M |
| Non-Discretionary | 0 | $0 |
| Total | 199 | $273.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $13.4M |
| HNW Individuals | 75 | $259.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
4 S MAIN STREETPITTSFORD
NY
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 585-586-1731, Fax: 585-586-0091
Chief Compliance Officer
PAUL SPINDLER
4 S MAIN STREET
PITTSFORD
NY
United States
Tel:
585-586-1731
Fax:
585-586-0091
P********@******************M
(Full email address available in API data)
Regulatory Contact
JOHN MCGOWAN
CEO
4 S MAIN STREET
PITTSFORD
NY
United States
Tel:
585-586-1731
Fax:
585-586-0091
J***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCGOWAN, JOHN, BRYAN | Individual | – | CEO | 01/2019 | > 75% |
| SPINDLER, PAUL, WILLIAM | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 13M | 43K | – |
| AIR PRODS & CHEMS INC | COM | 7M | 27K | – |
| ALPHABET INC | CAP STK CL A | 17M | 95K | – |
| AMDOCS LTD | SHS | 3M | 33K | – |
| APPLE INC | COM | 16M | 76K | – |
| ARROW ELECTRS INC | COM | 3M | 22K | – |
| CISCO SYS INC | COM | 8M | 174K | – |
| CORNING INC | COM | 3M | 75K | – |
| CUMMINS INC | COM | 9M | 33K | – |
| D R HORTON INC | COM | 22M | 158K | – |
| DOVER CORP | COM | 7M | 40K | – |
| EATON CORP PLC | SHS | 14M | 44K | – |
| FISERV INC | COM | 7M | 50K | – |
| HONEYWELL INTL INC | COM | 11M | 51K | – |
| INTUIT | COM | 7M | 11K | – |
| JACOBS SOLUTIONS INC | COM | 13M | 94K | – |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 8M | 165K | – |
| MEDTRONIC PLC | SHS | 7M | 91K | – |
| MICROSOFT CORP | COM | 25M | 56K | – |
| ORACLE CORP | COM | 12M | 85K | – |
| PARKER-HANNIFIN CORP | COM | 9M | 17K | – |
| PAYCHEX INC | COM | 8M | 71K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 4M | 8K | – |
| STRYKER CORPORATION | COM | 7M | 22K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 7M | 12K | – |