TWOMBLY ASSET MANAGEMENT LLC

Overview

Twombly Asset Management LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a predominantly discretionary program, tilting heavily to publicly traded equities delivered through exchange-traded instruments. Its client mix includes high-net-worth individuals and institutional relationships, and the firm charges advisory fees calculated as a percentage of assets under management. Investment posture is equity-centric: filings show a clear preference for exchange-traded equities, which form the bulk of invested assets. Fixed income and third-party funds appear alongside equities to provide income and credit exposure, while hedge funds, private credit and collateralized debt are used selectively as alternative sleeves. Twombly does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices