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 a small, privately owned limited liability advisory firm that serves individual and family clients. The firm provides fee-based portfolio management, charging a percentage of assets under management (and other fee arrangements in some cases). Its advisory mandate includes discretionary portfolio management for individuals and small businesses as well as for business or institutional accounts. Twin Lights reports no active ESG investing program, is not identified as a multi-state adviser, and does not act as a capital allocator.
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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