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 advisory firm focused on managing investment companies and providing commodity-related advisory services. The firm is registered with the SEC in 2024 and operates as an institutional RIA that charges fees as a percentage of assets under management. Its regulatory profile lists CPO/CTA business activity and advisory activity limited to portfolio management for investment companies, which positions the firm to manage pooled investment vehicles and to provide trading advice for commodity-related strategies. The firm reports a domestic ownership structure and serves an institutional client base. Twin Oak does not identify as an active ESG investor and is not described as a capital allocator.
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
Location
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
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