Twin Point Capital LLC is a large advisory firm based in New York. It manages $144.94 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and New York.
Twin Point Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Twin Point Capital LLC is $144.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Twin Point Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Twin Point Capital is pooled investment vehicles with 2 clients and $144.94 million of assets under management. Among the 8 most similar advisory firms, Twin Point Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $144.94 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Twin Point Capital also advises several private funds. Namely, two private equity funds.
The company employs 12 people that are either part- or full-time employees. 92 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Twin Point Capital LLC performs its advisory services is located at 860 Washington Street, New York, NY 10014, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 3475945598. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at twinpointcap.com.