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TWIN OAKS PARTNERS

CHATHAM, NJ · CRD 161896 · IAPD ↗ · 973-635-3854

$1.23BRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — TWIN OAKS PARTNERS crossed $1B in regulatory AUM ($792.7M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2024 — TWIN OAKS PARTNERS reported RAUM up 34% ($573.6M -> $766.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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