Twin Oaks Partners is a large advisory firm based in Chatham. It manages $256 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 4 other states.
Twin Oaks Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Twin Oaks Partners is $256 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Twin Oaks Partners for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Twin Oaks Partners performs its advisory services is located at One Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-635-3854 or by fax 973-635-3440. The normal business hours are 8:30am - 5:00pm est on Monday - Friday.