RIA Intel›Advisers›New York›TWIN POINT CAPITAL LLC

TWIN POINT CAPITAL LLC

Advisory

N·NEW YORK, NY

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM

$356M

1-Year AUM Growth

-22.5%

3-Year CAGR

+9.2%

Employees

10

Assets Under Management

Total AUM$356M

Discretionary AUM$308M

Non-Discretionary AUM$48M

Discretionary %86.5%

Total Clients6

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)+28.6%

Filing History

Total Filings on Record21

First FilingOct 29, 2015

Latest FilingApr 30, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TWIN POINT CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.