Ag Twin Brook Manager, LLC
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Overview
Ag Twin Brook Manager, LLC operates as an advisory firm located in New York, New York. The company has $296.9 million in total assets throughout two customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The company has an average-sized team, including 70 financial advisors. Ag Twin Brook Manager, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Ag Twin Brook Manager, LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without requiring the customer's authorization. The firm supervises an average of $148.4 million for every customer account. An average advisor at Ag Twin Brook Manager, LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
The company's main office is at 245 Park Avenue, New York, New York 10167. The firm is permitted to serve clients throughout 2 states, including Illinois and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ag Twin Brook Manager, LLC by the Numbers
$296.9 million
97
2
$148.4 million
Fee Structure
Financial management fees usually are based on which services the firm provides the client. However, fees charged by Ag Twin Brook Manager, LLC likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ag Twin Brook Manager, LLC provides services to business development companies and pooled investment vehicles. Out of its two accounts, Ag Twin Brook Manager, LLC's largest client type by number of accounts is pooled investment vehicles. About 50% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ag Twin Brook Manager, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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