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TWIN LIONS MANAGEMENT

STAMFORD, CT · CRD 325314 · IAPD ↗ · twinlionsmgmt.com · (212) 203-4428

$215.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — TWIN LIONS MANAGEMENT (STAMFORD, CT) is newly SEC-registered with $215.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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