TWIN LIGHTS CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- BEVERLY, Massachusetts
- CRD number
- 330830
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI53.32%
- Other44.7%
- Individuals1.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Twin Lights Capital Management LLC is a small, privately owned advisory firm focused on managing portfolios for high-net-worth individuals, families and select business or institutional clients. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block, while supplementing core equity allocations with mutual funds and selective third-party alternative managers. Its fee model is AUM-based with additional fee elements reported as “other,” suggesting tailored pricing or performance-linked arrangements for certain clients. Investment activity centers on discretionary portfolio management. Strategies appear to be implemented through liquid, market-traded instruments for the bulk of the business, while private equity and hedge fund allocations are employed to add diversification and potential return enhancement for qualified clients. Twin Lights does not position itself as a multi-state advisory platform; it maintains a compact client base and a concentrated asset footprint.
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 Equities89%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Contacts
1 of 1David McDonald
Senior Portfolio ManagerCRD 4370998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEVERLY, MA
ESSEX
Location
BEVERLY, MA
Headquartered in BEVERLY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 100 Cummings Ctr
- Time zone
- ET (UTC-5)
- Office locations
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