TWIN OAK ETF COMPANY

TWIN OAK ETF COMPANY of WELLESLEY, MA is an SEC-registered investment adviser (CRD 330365). Regulatory assets under management: $1.1B.

Registration

• CRD: 330365
• SEC file number: 801-130584
• Type: Registered investment adviser
• Location: 888 WORCESTER ST, SUITE 200, WELLESLEY, MA, 02482
• Phone: 617-402-5495
• Latest filing: 2026-05-28
• Regulatory AUM: $1.1B
• Discretionary AUM: $1.1B
• Clients: 6
• Accounts: 5

Business model

Compensation: % of AUM.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330365 on SEC IAPD (source of record)
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