Twin Lights Capital Management LLC

RIASEC Registered
Total AUM
$54.9M
Discretionary
$54.9M
100% of AUM
Avg account
$1.3M
Accounts
41
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 6%, State & Local Bonds 5%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%

Contacts

1 of 1
  • David McDonald

    David McDonald

    Senior Portfolio ManagerCRD 4370998

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth