Twin Oak ETF Company
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 330365
- Registered since
- June 28, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Twin Oak ETF Company is an institutional registered investment adviser formed to manage investment-company products. Registered with the SEC in 2024, the firm is organized as a corporation and serves institutional clients on a percentage-of-AUM fee basis. Its regulatory filings list business activities as a CPO/CTA and advisory activities as portfolio management for investment companies, indicating an emphasis on managing pooled investment vehicles rather than retail advisory relationships. The firm does not identify as an active ESG investor.
Assets & Accounts
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
Owners & executives
3 of 3Zachary Wainwright
CEOCRD 5945718
Brian Mackenzie
Chief Compliance OfficerCRD 5258949
John Downing
CIOCRD 6566425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, 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
- Norfolk
- Address
- 888 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Rose Grove Capital Management, LLC
RIAWellesley, MA
Empirical Asset Management, LLC
RIAWellesley, MA
Range Rock Capital
RIAWellesley, MA
Peak Financial Management Inc
RIAWellesley, MA
Argonautica Private Wealth Management, Inc
RIAWellesley, MA
Washington Trust Advisors
RIAWellesley, MA