Twin Capital Management Inc
Firm details
- Headquarters
- Mcmurray, Pennsylvania
- CRD number
- 104748
- Registered since
- April 2, 1990
- Website
- twincapital.com
- Custodians
- THE BANK OF NEW YORK MELLON, PNC INVESTMENTS LLC, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- State / Municipal Government40.87%
- Pension & Profit Sharing Plans38.31%
- HNWI13.16%
- Charitable Organizations7.2%
- Corporations / Businesses0.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Twin Capital Management Inc is an SEC-registered institutional RIA that has operated since 1990 as a corporation under individual ownership. The firm serves both high-net-worth individuals/families and institutional clients, delivering discretionary portfolio management for individuals, small businesses and for business or institutional plans. Its fee arrangements include percentage-of-AUM billing, fixed fees and the ability to charge performance-based fees. Twin Capital does not describe itself as an active ESG investor, is not multi-state registered, and does not function as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Geoffrey Gerber
Founder & Chief Investment OfficerCRD 704860
James Drake
CFO & Chief Compliance OfficerCRD 4348258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND (AGGY) | Wisdom Tree | Passive | Intermediate Core Bond | $502K | 11,536 | 50.00% |
Location
Mcmurray, PA
Washington
Location
Mcmurray, PA
Headquartered in Mcmurray, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 3244 Washington Rd
- Time zone
- ET (UTC-5)
- Office locations
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