Twin Oak ETF Company
● SEC registered since 2024CRD 330365SEC# 801-130584Wellesley, MA
Reg. AUM
$1.06B
Employees
6
Accounts
5
Location
Wellesley, MA
Twin Oak ETF Company assets under management
Twin Oak ETF Company is an investment advisory firm registered with the SEC based in Wellesley, MA. The firm has been registered since 2024. It reports $1.1 billion in regulatory assets under management and employs 6 people.
Twin Oak ETF Company owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas MacKenzie Control | Chief Compliance Officer | Under 5% | 2026 |
| John Christian Downing | Chief Investment Officer | Under 5% | 2026 |
| Twin Oak Holdings LP Control | Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Twin Oak ETF Company manage?
Twin Oak ETF Company reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Twin Oak ETF Company have?
Twin Oak ETF Company reports 6 employees.
Where is Twin Oak ETF Company located?
Twin Oak ETF Company is based in Wellesley, MA and has been SEC-registered since 2024.
Does Twin Oak ETF Company disclose fund performance?
Twin Oak ETF Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 888 Worcester St, Suite 200, Wellesley, MA 02482 |
| Phone | 617-402-5495 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 85%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B