Twin Tree Management, LP

RIASEC RegisteredEst. 2012
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$486M
Accounts
3
Employees
8
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
149548
Registered since
March 2, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twin Tree Management, LP is a limited partnership that operates as a hedge fund and portfolio manager for pooled investment vehicles. The firm is SEC-registered (since 2012) and serves institutional clients, charging a mix of asset-based fees and performance-based compensation. Its business filings identify it as a CPO/CTA and as sponsor/GP/managing member of pooled vehicles, so its primary activity appears to be running pooled investment products rather than acting as a third-party allocator. The firm is not positioned as an ESG investor and is structured as a domestic entity/individual ownership type. Its advisory scope centers on portfolio management for pooled vehicles and related commodity/CTA activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Joe Chiang

    CFO and CCOCRD 5513436

Contacts

3 of 3
  • Michael Presley

    Portfolio ManagerCRD 5642343

  • John Weeldreyer

    Partner and Director of Investor RelationsCRD 4244276

  • Jay Grabeklis

    TraderCRD 5878992

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$161M in ETFs

Passive

100%

$161M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$14.7M194,7469.13%

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
6688 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth