REDWOOD SHORES, CACRD 137522Latest ADV March 25, 2026
Twin Lakes Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood Shores, CA. Its latest Form ADV filing, dated March 25, 2026, reports $315M in regulatory assets under management, 5 employees, 1 office, and 401 accounts.
Assets Under Management
$315M
Employees
5
Offices
1 office
Total Clients
89
Primary office
REDWOOD SHORES, CA
3 LAGOON DRIVE, SUITE 150, REDWOOD SHORES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
49
2
Individuals
38.2%
34
3
Corporations
6.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of March 25, 2026
Discretionary100.0%
$315M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$315M
Total Accounts401
10Y AUM Change+$109M (+52.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.