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 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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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