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Twin Capital Management Inc
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CRD # | 104748 |
SEC # | 801-36431 |
CIK # | 0001059187 |
AUM | $784.5 MM (2024-03-29) |
Employees | 8 (50% Investors, 0% Brokers) |
Phone | 724-942-2000 |
Address | 3244 Washington Rd Mcmurray, PA 15317-3153 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
GOOGL | 1,475.1 | 0.0 | |
META | 434.9 | 0.0 | |
AVGO | 201.3 | 0.0 | |
LLY | 301.8 | 0.0 | |
JPM | 340.2 | 0.0 | |
XOM | 385.5 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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HF | Twin Momentum Partners LP | [2012-03-29] | 23.2 | 16.9 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 20 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 0.2 |
(h) Charitable organizations | 6 | 0.1 |
(i) State or municipal government entities | 11 | 0.2 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 51 | 0.8 |
By Discretionary | ||
Discretionary | 40 | 0.8 |
Non-Discretionary | 11 | 0.0 |
Total | 51 | 0.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.8 | |
United States Persons | 0.0 | |
Total | 51 | 0.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Geoffrey Gerber | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001059187] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Optima Asset Management LLC
✚
|
NY | 0.8 |
Logan Stone Capital LLC
✚
|
IL | 0.8 |
Nuverse Advisors LLC
✚
|
FL | 0.8 |
Private Capital Advisors Inc
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|
CT | 0.8 |
Satovsky Asset Management LLC
✚
|
NY | 0.8 |
Coker & Palmer Inc
✚
|
MS | 0.8 |
Mark Asset Management LP
✚
|
NY | 0.8 |
Fourthstone LLC
✚
|
MO | 0.8 |
Intrepid Capital Management Inc
✚
|
FL | 0.8 |
Brasada Capital Management LP
✚
|
TX | 0.8 |