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TWIN POINT CAPITAL LLC

NEW YORK, NY · CRD 281731 · IAPD ↗ · twinpointcap.com · 3475945598

$355.9MRegulatory AUM
10Advisory reps
10Employees
1Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — TWIN POINT CAPITAL LLC grew from 7 to 9 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.