CRD: 137522
Twin Lakes Capital
$314.7M Total AUM
$314.7M Disc. AUM
1.0% 3Y CAGR
5 Employees
89 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-06-2005
- Office Locations
- 2
Office Locations
3 Lagoon Drive, Suite 150 Redwood Shores CA
55 Merchant St. Suite 1930 Honolulu HI
About Twin Lakes Capital
Twin Lakes Capital is a Redwood Shores-based RIA with 2 offices. The firm has been operating for 20 years. Managing $314.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$157.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
14.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MIN GYO KIM
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1767827
- Ownership
- 75% or more
Available
Available
Available
F
FRANK KWANGJAE YI
Senior Vice President
- CRD
- #2169256
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,676,938 | $784,731 |
| Non-Discretionary | $0 | -- |
| Total | $314,676,938 | $784,731 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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