T
CRD: 330830
Twin Lights Capital Management LLC
$54.9M Total AUM
$54.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
100 Cummings Center Drive Suite 322d Beverly MA
About Twin Lights Capital Management LLC
Twin Lights Capital Management LLC is a Beverly-based RIA. The firm has been operating for 1 years. Managing $54.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$54.9M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
David James McDonald
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Partner, Vice President
- CRD
- #4370998
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,866,302 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,866,302 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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