Twin Lights Capital Management LLC
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 330830
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI53.32%
- Other44.7%
- Individuals1.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Twin Lights Capital Management LLC is an independent, individually owned registered investment adviser that serves high-net-worth individuals and families. The firm provides discretionary portfolio management for both personal and small-business clients, and it also offers portfolio management services to businesses or institutions. Compensation is primarily by a percentage of assets under management, with some arrangements listed as "other." The adviser is not positioned as a multi-state or newly formed adviser, and it does not identify as an active ESG investor or a pension consultant. Twin Lights does not function as a capital allocator; instead it relies on external managers for certain alternative strategies.
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 Equities89%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Contacts
1 of 1
David McDonald
Senior Portfolio ManagerCRD 4370998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly, MA
Essex
Location
Beverly, MA
Headquartered in Beverly, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 100 Cummings Ctr
- Time zone
- ET (UTC-5)
- Office locations
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