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| Happy Holidays!! thanks for using AUM13F!! |
| Twin Lakes Capital Management LLC
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| CRD # | 137522 |
| SEC # | 801-113264 |
| CIK # | 0001847794 |
| AUM | $246.0 M (2025-03-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 650-610-9363 |
| Address | 3 Lagoon Drive Redwood Shores, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.7 | ||
| Seagate Technology PLC | 7.6 | ||
| Gilead Sciences Inc | 6.7 | ||
| Schwab Charles Corp | 6.2 | ||
| Nvidia Corp | 6.1 | ||
| Michael KORS Holdings Ltd | 5.7 | ||
| ServiceNow Inc | 5.5 | ||
| Central Pacific Financial Corp | 5.1 | ||
| Fedex Corp | 4.3 | ||
| Exxon Mobil Corp | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 13.8 |
| (b) Individuals (high net worth individuals) | 50 | 214.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 246.0 |
| By Discretionary | ||
| Discretionary | 393 | 239.0 |
| Non-Discretionary | 36 | 7.0 |
| Total | 429 | 246.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.0 | |
| Total | 429 | 246.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001847794] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tandem Capital Management Corp
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NJ | 0.2 |
|
Forefront Wealth Management Inc
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|
PA | 0.2 |
|
Melone Private Wealth LLC
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MI | 0.2 |
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Trademark Financial Management LLC
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MN | 0.2 |
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Gridiron Partners LLC
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PA | 0.2 |
|
Morse Capital Partners LLC
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VA | 0.2 |
|
Open Window Financial Solutions Ltd
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NV | 0.2 |
|
Lockshield Partners Inc
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|
KY | 0.2 |
|
Guardian Asset Advisors LLC
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|
PA | 0.2 |
|
Estate Management Counselors LLC
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|
GA | 0.2 |