Jay
Grabeklis

Twin Tree Management, Lp

CRD#5878992
Investment Advisor
in Dallas, TX

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About this Advisor

Jay Grabeklis is a financial advisor based in Dallas, Texas, working with Twin Tree Management, Lp. Jay has previously held positions at Twin Tree Management, L.P and Helix Credit Rankings. Jay is registered to provide services in Texas. Currently, Jay is part of Twin Tree Management, Lp, which operates out of Dallas, Texas. The firm has 11 employees and manages assets totaling $8.6 billion. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Twin Tree Management, Lp includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3131 Mckinney Avenue Suite 700
Dallas, TX 75204

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Twin Tree Management, Lp Brokerage Details

Total Assets Under Management

$8,633,164,520

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

3

TX Average: 2,315
Average Account Size

$2,877,721,507

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Jay Grabeklis Work History

2009 - Present (15 years)

Twin Tree Management, L.P

2005 - Present (19 years)

Helix Credit Rankings

Disclosures

Please visit the SEC profile of Jay Grabeklis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Twin Tree Management, Lp

Michael Presley
Dallas, TX
Jay Grabeklis
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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