Twin Tree Management, LP

RIASEC Registered
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 hedge fund structured as a limited partnership that primarily serves institutional clients. The firm is registered with the SEC (registration year 2012) and acts as a commodity pool operator/commodity trading advisor while also serving as sponsor, general partner and managing member for pooled investment vehicles. Its advisory activity centers on portfolio management for pooled vehicles rather than acting as a broad capital allocator or pension consultant. Compensation is a mix of percentage-of-assets-under-management and performance-based fees. The firm does not present itself as an active ESG investor.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$90.3M in ETFs

Passive

100%

$90.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU)State StreetPassiveUtilities$13.6M344,65915.06%

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