TWIN OAK ETF COMPANY
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
FINTRXOverview
Twin Oak ETF Company is organized as a corporation that markets investment services to institutional clients. The firm is registered with the SEC in 2024 and operates under a percentage-of-AUM fee model. Its stated business activities include functioning as a CPO or CTA and providing portfolio management for investment companies, which aligns with operating or advising pooled vehicles such as ETFs or other registered funds. FINTRX flags the firm as not actively pursuing ESG investment mandates and not operating as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ZACHARY WAINWRIGHT
CEOCRD 5945718
BRIAN MACKENZIE
Chief Compliance OfficerCRD 5258949
Contacts
1 of 1John Downing
Managing PartnerCRD 6566425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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