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Twin Oak ETF Company

● SEC registered since 2024CRD 330365SEC# 801-130584Wellesley, MA
Export (members)
Reg. AUM
$572.3M
Employees
5
Accounts
2
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 $572.3 million in regulatory assets under management and employs 5 people.
twinoaketfs.comView on SEC.gov ↗

Twin Oak ETF Company owners & executives

5 reported
NameTitleOwnershipSince
Adam Matthew Meyer ControlChief Operating OfficerUnder 5%2025
Twin Oak Holdings LP ControlMemberOver 75%2024
Zachary Carl Wainwright ControlCeo/CcoUnder 5%2024
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Frequently asked questions

How much does Twin Oak ETF Company manage?

Twin Oak ETF Company reports $572.3 million in regulatory assets under management on its Form ADV.

How many employees does Twin Oak ETF Company have?

Twin Oak ETF Company reports 5 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

Address888 Worcester St, Suite 200, Wellesley, MA 02482
Phone617-402-5495
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$572.3M
Non-discretionary$0
Total (RAUM)$572.3M