Overview
Assets Under Management: $246 million
Headquarters: REDWOOD SHORES, CA
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Frequently Asked Questions
TWIN LAKES CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137522), TWIN LAKES CAPITAL is subject to fiduciary duty under federal law.
TWIN LAKES CAPITAL is headquartered in REDWOOD SHORES, CA.
TWIN LAKES CAPITAL serves 50 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, TWIN LAKES CAPITAL offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TWIN LAKES CAPITAL manages $246 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, TWIN LAKES CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 429
Discretionary Accounts: 393
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 137522
Filing ID: 2034097
Last Filing Date: 2025-12-15 16:30:28
Website: 1