Twin Lakes Capital
Firm details
- Headquarters
- Redwood City, California
- CRD number
- 137522
- Registered since
- May 18, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.46%
- Individuals5.05%
- Corporations / Businesses4.24%
- Pension & Profit Sharing Plans2.23%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Twin Lakes Capital is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2018. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. Its client fee model is a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents23%
- Private Funds17%
- US Government Bonds6%
Contacts
2 of 2Min Kim
Managing MemberCRD 1767827
Frank Yi
Financial AdvisorCRD 2169256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$43.2M in ETFs
39%
$17M
0%
$26.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $26.2M | 345,541 | 60.49% |
Location
Redwood City, CA
San Mateo
Location
Redwood City, CA
Headquartered in Redwood City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 Lagoon Dr
- Time zone
- PT (UTC-8)
- Office locations
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