Twin Point Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 30, 2026, reports $356M in regulatory assets under management, 10 employees, and 5 accounts.
Assets Under Management
$356M
Employees
10
Offices
--
Total Clients
6
Primary office
NEW YORK, NY
860 WASHINGTON STREET, 6TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 83.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
83.3%
5
2
Individuals
16.7%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of April 30, 2026
Discretionary86.5%
$308M
86% of total RAUM86.5%
Non-discretionary13.5%
$48M
14% of total RAUM13.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$356M
Total Accounts5
10Y AUM Change+$263M (+285.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change+5 (+100.0%)
* 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.