TWIN OAKS FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
289885
Registered since
August 24, 2017

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOHN WETZEL

    Founder and Managing DirectorCRD 6024888

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth