Twin Lions Management

RIASEC RegisteredEst. 2026
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$72M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Stamford, Connecticut
CRD number
325314
Registered since
July 22, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twin Lions Management is a limited liability company organized as a hedge fund manager that focuses on pooled investment vehicles. The firm registered with the SEC in 2026 and identifies an individual as owner. Its client base is institutional, and it charges a combination of a percentage-of-assets management fee and performance-based fees. The firm provides portfolio management for pooled vehicles and functions in sponsor/GP and manager roles; it is also registered as or affiliated with CPO/CTA activity. Twin Lions does not self-identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Dixon Mcdonald

    Dixon Mcdonald

    Partner and Chief Operating OfficerCRD 5530196

Contacts

1 of 1
  • Timothy Abbott

    Timothy Abbott

    Managing MemberCRD 5813238

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

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth