Twin Point Capital LLC

RIASEC RegisteredEst. 2015

Total AUM

$356M

Discretionary

$308M

86% of AUM

Avg account

$71.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 281731
Registered since: November 4, 2015
Website: www.twinpointcap.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twin Point Capital LLC is a privately organized investment firm registered with the SEC in 2015 and structured as a limited liability company. The firm operates primarily as a private equity manager and sponsor: it advises pooled investment vehicles, acts as a general partner/managing member on sponsored vehicles, and provides portfolio management for individuals and small businesses. Its client mix includes both individual & family clients and institutional investors. Twin Point charges a mix of percentage-of-assets, fixed, and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or pension consultant adviser.