Twin Oak ETF Company

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$212M
Accounts
5
Employees
6
Advisory reps
3

Firm details

Headquarters
Wellesley, Massachusetts
CRD number
330365
Registered since
June 28, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Twin Oak ETF Company is an institutional-registered advisory firm focused on managing investment companies and providing commodity-related advisory services. The firm is registered with the SEC in 2024 and operates as an institutional RIA that charges fees as a percentage of assets under management. Its regulatory profile lists CPO/CTA business activity and advisory activity limited to portfolio management for investment companies, which positions the firm to manage pooled investment vehicles and to provide trading advice for commodity-related strategies. The firm reports a domestic ownership structure and serves an institutional client base. Twin Oak does not identify as an active ESG investor and is not described as a capital allocator.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellesley, MA

Norfolk

Location

Wellesley, MA

Headquartered in Wellesley, 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
Norfolk
Address
888 Worcester St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth