TWIN POINT CAPITAL LLC

RIASEC RegisteredEst. 2015

Total AUM

$356M

Discretionary

$308M

86% of AUM

Avg account

$71.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 281731
Registered since: November 4, 2015
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twin Point Capital LLC is organized as an LLC and operates primarily as a private equity fund manager and registered investment adviser. The firm has been SEC-registered since 2015 and serves a small, high-net-worth client base that includes individuals, families and institutional investors. Its advisory services cover portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Twin Point functions as more than an advisor: it acts as sponsor, general partner and managing member of pooled vehicles it advises. Its fees combine asset-based charges, fixed fees and performance-linked compensation. The firm does not identify as an active ESG investor.