TWIN OAKS PARTNERS
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
FINTRXOverview
Twin Oaks Partners is structured as a limited partnership that operates hedge fund strategies for institutional clients. The adviser is SEC-registered (since 2012) and focuses on portfolio management for pooled investment vehicles rather than retail advisory or broad capital-allocation services. Its fee model combines a percentage-of-assets component with performance-based fees. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
1 of 1DENISE ADAMCZYK
Chief Compliance OfficerCRD 2859934
Contacts
2 of 2ROBERT MORIARTY
Owner, PartnerCRD 5086183
TIMOTHY MORIARTY
Principal and OwnerCRD 3083345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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