TWIN LAKES CAPITAL
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 137522
- Registered since
- May 18, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.46%
- Individuals5.05%
- Corporations / Businesses4.24%
- Pension & Profit Sharing Plans2.23%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Twin Lakes Capital is an independent, SEC-registered investment adviser organized as an LLC and operating as a capital allocator for both affluent individuals and institutional clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. Twin Lakes Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities54%
- Cash & Cash Equivalents23%
- Private Funds17%
- US Government Bonds6%
Contacts
2 of 2MIN KIM
Managing MemberCRD 1767827
FRANK YI
Financial AdvisorCRD 2169256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$70.7M in ETFs
100%
$70.4M
0%
$283K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $27.5M | 300,155 | 38.91% |
Location
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3 Lagoon Dr
- Time zone
- PT (UTC-8)
- Office locations
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