TWIN CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1990

Total AUM

$838M

Discretionary

$824M

98% of AUM

Avg account

$12.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MCMURRAY, Pennsylvania
CRD number: 104748
Registered since: April 2, 1990
Website: www.twincap.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

FINTRX

Overview

Twin Capital Management Inc. is a privately owned corporation that has been SEC-registered since 1990 and serves both high-net-worth individuals/families and institutional clients. The firm’s advisory mandate focuses on discretionary portfolio management for individuals, small businesses, and other institutions. It is classified as an unclassified adviser and is not designated as a multi-state or pension consultant adviser. Fee arrangements include a mix of percentage-of-AUM billing, fixed fees and performance-based fees. The firm does not identify as an active ESG investor. Its public filings and custodial footprint indicate a clear emphasis on equity investing rather than broad multi-asset or ESG-driven mandates.