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 a corporation that operates as an institutional registered investment adviser and is SEC-registered as of 2024. The firm serves institutional clients and is organized to provide portfolio management to investment companies. Its stated business activity classifications include CPO or CTA, indicating a regulatory posture to operate or advise on commodity pools or commodity trading strategies. Twin Oak bills clients on a percentage-of-assets basis, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
2 of 2John Downing
CIOCRD 6566425
Brian Mackenzie
Chief Compliance OfficerCRD 5258949
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
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