TWIN LIONS MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
325314
Registered since
March 21, 2023

Firm profile

FINTRX

Overview

Twin Lions Management is an SEC-registered limited liability company that operates primarily as a commodity pool operator (CPO) or commodity trading advisor (CTA) and as sponsor/GP/managing member of pooled investment vehicles. The firm registered with the SEC in 2023 and is owned by an individual. Its regulatory profile indicates it operates as a manager of pooled alternative funds rather than as a multi-state retail adviser or pension consultant, and it does not identify as an active ESG investor. The firm’s public profile points to fund-centered activity: structuring and managing pooled vehicles, providing trading and portfolio management services inside those vehicles, and fulfilling sponsor and general-partner responsibilities. That positioning typically includes establishing fund governance, overseeing trading and risk frameworks, and handling investor reporting and capital calls for the funds it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DIXON MCDONALD

    Partner and Chief Operating OfficerCRD 5530196

Contacts

1 of 1
  • TIMOTHY ABBOTT

    Managing MemberCRD 5813238

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth