Twinbeech Capital LP (New York)

Twinbeech Capital LP is a large advisory firm based in New York. It manages $752.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.

Twinbeech Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Twinbeech Capital: assets under management

The assets under management (AUM) of Twinbeech Capital LP is $752.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $752.1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $752.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $752.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Twinbeech Capital LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Twinbeech Capital serves?

The only and largest group of clients of Twinbeech Capital is pooled investment vehicles with 1 clients and $752.1 million of assets under management. Among the 7 most similar advisory firms, Twinbeech Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $752.1 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Twinbeech Capital also advises several private funds.

Careers at Twinbeech Capital LP

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Twinbeech Capital Gp Llc	General partner	1 Aug 2018	50% - 75%	83-1531334
Jinghua Yan	Chief compliance officer	1 Aug 2018	50% - 75%	7053964
Jon Miles Bartner	Chief operating officer	1 Nov 2018	Other	4728312
Kenneth Gerard Glynn	Chief financial officer	1 Nov 2018	Other	6248726

Based in New York

The principal office where Twinbeech Capital LP performs its advisory services is located at 1185 Avenue Of The Americas, 3 Rd Floor, New York, NY 10036 2600, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-283-2389. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.