Twinbeech Capital LP

RIASEC RegisteredEst. 2019
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$839M
Accounts
3
Employees
7
Advisory reps
2

Firm details

Headquarters
Purchase, New York
CRD number
298583
Registered since
February 8, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twinbeech Capital LP is structured as a limited partnership that operates as a hedge fund and serves institutional clients. The firm acts as a commodity pool operator or commodity trading advisor and runs portfolio management for pooled investment vehicles, in addition to serving as sponsor/GP or managing member of those vehicles. Its revenue model combines an asset-based fee with performance-based compensation. Twinbeech is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or family office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Greg Rosman

    Chief Compliance OfficerCRD 5934613

Contacts

1 of 1
  • Jinghua Yan

    Managing PartnerCRD 7053964

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Purchase, NY

Westchester

Location

Purchase, NY

Headquartered in Purchase, NY, 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
Westchester
Address
2 Manhattanville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth