Twin Oaks Partners

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$617M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Chatham, New Jersey
CRD number
161896
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twin Oaks Partners operates as a limited partnership organized as a hedge fund manager that focuses on institutional clients and portfolio management for pooled investment vehicles. The firm has been SEC-registered since 2012 and is owned by a combination of a domestic entity and an individual. Its compensation mix combines a percentage-of-assets management fee with performance-based fees. Twin Oaks does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Denise Adamczyk

    Denise Adamczyk

    Chief Compliance OfficerCRD 2859934

Contacts

2 of 2
  • Robert Moriarty

    Owner, PartnerCRD 5086183

  • Timothy Moriarty

    Principal and OwnerCRD 3083345

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chatham, NJ

Morris

Location

Chatham, NJ

Headquartered in Chatham, NJ, 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
Morris
Address
1 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth