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TWIN TREE MANAGEMENT, LP

DALLAS, TX · CRD 149548 · IAPD ↗ · 214-979-2313

$1.46BRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — TWIN TREE MANAGEMENT, LP reported RAUM down 80% ($7.39B -> $1.46B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2026 — TWIN TREE MANAGEMENT, LP shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
57
April 2025 — TWIN TREE MANAGEMENT, LP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2024 — TWIN TREE MANAGEMENT, LP reported RAUM up 50% ($5.77B -> $8.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — TWIN TREE MANAGEMENT, LP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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