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TWIN LAKES CAPITAL
TWIN LAKES CAPITAL MANAGEMENT, LLC
CRD 137522 · SEC 801-113264
3 LAGOON DRIVE, SUITE 150, REDWOOD SHORES, CA, 94065, United States
Phone
(650) 610-9363
Fax
(650) 610-9369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.7M
Discretionary AUM
$314.7M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $15.9M |
| High net worth individuals | 49 | $278.4M |
| Corporations/business entities | 6 | $13.3M |
States served
CA, NH, HI
Official SEC filing: View on IAPD