Jay
Grabeklis

Twin Tree Management, Lp

CRD#5878992
Investment Advisor
in Dallas, TX

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About this Advisor

Jay Grabeklis is a chartered financial analyst who works in Dallas, Texas, with a total of 12 years of relevant experience. Grabeklis is currently employed by Twin Tree Management, Lp. Throughout their career, they have worked at Twin Tree Management, L.P and Helix Credit Rankings. Grabeklis is approved to serve investors in Texas. Twin Tree Management, Lp is a financial advisory company that has its headquarters in Dallas, TX. It controls $6 billion in assets under management across its three customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Twin Tree Management, Lp provides portfolio management for pooled investment vehicles. Financial advisory fees usually depend on which service is provided. Fees charged by Twin Tree Management, Lp may include asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

12 years

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

$5,773,131,701

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

8

TX Average: 49
Total Number of Accounts

3

TX Average: 2,315
Average Account Size

$1,924,377,234

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Jay Grabeklis Work History

Jay has been registered as a financial advisor for 12 years.*

2009 - Present (15 years)

Twin Tree Management, L.P

2005 - Present (19 years)

Helix Credit Rankings

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 4/16/2023. 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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