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TWO WEST CAPITAL ADVISORS LLC

Business and Investment Profile

The TWO WEST CAPITAL ADVISORS LLC is a privately held investment adviser that advises $3.89Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TWO WEST CAPITAL ADVISORS LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 126.61% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10975 BENSON DRIVE CORPORATE WOODS, BLDG. 12, STE. 560, OVERLAND PARK, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 15 employees comprised of 15 investment and 0 non-investment staff. The total number of Employees decreased by 31.82% over the last 5-years.

Asset Profile

Their $3.89Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 284 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $3.61Bn or 92.93% of Total Assets and High Net Worth Individuals own $192.08mn or 4.94% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

TWO WEST CAPITAL ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TWO WEST CAPITAL ADVISORS LLC

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Keywords: TWO West Capital Advisors, TWO
Generated 2026-09-12T06:48:28.1045359.  © 2026 Convergence.