TWIN OAKS FUND MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 289885
- Registered since
- August 24, 2017
- Website
- www.twinoaksproduction.com
Firm profile
FINTRXOverview
Twin Oaks Fund Management, LLC is an SEC-registered advisory entity that functions primarily as a sponsor and manager of pooled investment vehicles. The firm’s regulatory filings indicate it operates as a CPO or CTA and as a general partner/managing member for private funds rather than serving a broad roster of retail advisory clients. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. The available profile points to a narrow operational focus centered on managing private fund vehicles rather than delivering standalone advisory services to a wide client base.
Assets & Accounts
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
Contacts
1 of 1JOHN WETZEL
Founder and Managing DirectorCRD 6024888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5310 Harvest Hill Rd
- Time zone
- CT (UTC-6)
- Office locations
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