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 operating as a hedge fund and registered with the SEC since 2012. The firm performs portfolio management for pooled investment vehicles and is also registered as a CPO/CTA, frequently acting as sponsor, general partner or managing member for the pooled vehicles it runs. Its client base is institutional, and its compensation sits on a combination of a percentage-of-assets fee and performance-based fees. Twin Tree is not identified as an active ESG investor and is not reported as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 38

Active vs passive

$102M in ETFs

Passive

100%

$102M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$11M125,16810.86%

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