Twinbeech Capital Lp
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Overview
Twinbeech Capital Lp is an advisory company that has its headquarters in Purchase, New York. Twinbeech Capital Lp administers $9.9 billion in assets under management across four client accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has a small team, including 7 financial advisors. Twinbeech Capital Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like equities, options and bonds.
Twinbeech Capital Lp oversees all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction decisions for the client's account without requiring client approval. The company administers roughly $2.5 billion in assets for every account. The typical financial advisor at Twinbeech Capital Lp oversees fewer than one client account, placing it among the most individualized firms in the country.
The firm's central office is at 2 Manhattanville Road, Purchase, New York 10577. Twinbeech Capital Lp is legally permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Twinbeech Capital Lp by the Numbers
$9.9 billion
9
4
$2.5 billion
Fee Structure
A financial advisor's fees typically are based on the type of services provided. However, fees billed by Twinbeech Capital Lp likely are comprised of some blend of the following fee types: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its four accounts, Twinbeech Capital Lp's biggest client group is pooled investment vehicles. About 75% of the company's accounts are represented by non-U.S. persons.
- 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
Twinbeech Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
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