Twin Oaks Partners
Firm details
- Headquarters
- Chatham, New Jersey
- CRD number
- 161896
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Twin Oaks Partners is a SEC-registered hedge fund organized as a limited partnership and active since 2012. The firm serves an institutional client base and specializes in managing pooled investment vehicles rather than offering individualized wealth-management services. Its advisory mandate is portfolio management for pooled funds, and its compensation combines an asset-based fee with performance-based fees. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator. Regulatory and fund activity indicate a focused hedge-fund operating model rather than a broad multi-product RIA platform.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1
Denise Adamczyk
Chief Compliance OfficerCRD 2859934
Contacts
2 of 2Robert Moriarty
Owner, PartnerCRD 5086183
Timothy Moriarty
Principal and OwnerCRD 3083345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chatham, NJ
Morris
Location
Chatham, NJ
Headquartered in Chatham, NJ, 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
- Morris
- Address
- 1 Main St
- Time zone
- ET (UTC-5)
- Office locations
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