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TWIN LAKES CAPITAL

REDWOOD SHORES, CA · CRD 137522 · IAPD ↗ · (650) 610-9363

$314.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TWIN LAKES CAPITAL reported RAUM up 28% ($246.0M -> $314.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — TWIN LAKES CAPITAL now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.