TWINBEECH CAPITAL LP

RIASEC RegisteredEst. 2019
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$839M
Accounts
3
Employees
7
Advisory reps
2

Firm details

Headquarters
PURCHASE, New York
CRD number
298583
Registered since
February 8, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Twinbeech Capital LP is a hedge fund organized as a limited partnership and registered with the SEC in 2019. The firm serves institutional clients and operates as a commodity pool operator / commodity trading advisor (CPO/CTA) while also acting as sponsor, general partner and managing member for pooled investment vehicles. Its advisory activities focus on portfolio management for pooled vehicles rather than individual retail accounts. Compensation follows a combination of asset-based fees and performance-based fees. The firm does not present itself as an active ESG investor and is recorded as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • GREG ROSMAN

    Chief Compliance OfficerCRD 5934613

Contacts

1 of 1
  • JINGHUA YAN

    Managing PartnerCRD 7053964

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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Location

Primary office

PURCHASE, NY

WESTCHESTER

Location

PURCHASE, NY

Headquartered in PURCHASE, NY, 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
WESTCHESTER
Address
2 Manhattanville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth