TWIN POINT CAPITAL LLC

Adviser information for TWIN POINT CAPITAL LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7 $388.0M
Non-Discretionary 1 $17.7M
Total 8 $405.7M

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 7 $403.7M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other <5 $2.0M
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-106871
SEC ERA File Number 801-106871
SEC CIK Numbers None
SEC CRD Numbers 281731
Legal Entity Identifier None

Principal Office

860 WASHINGTON STREET
6TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 3475945598, Fax: None

Chief Compliance Officer

MIRANDA SUN
CHIEF FINANCIAL OFFICER
860 WASHINGTON STREET
6TH FLOOR
NEW YORK
NY
United States
Tel: 347-594-5345
(Full email address available in API data)

Regulatory Contact

HAMISH BURT
PARTNER
860 WASHINGTON ST
6TH FLOOR
NEW YORK
NY
United States
Tel: 347 594 5598
(Full email address available in API data)

Industry Affiliates

TPC AC INVESTORS GP LLC Sponsor, GP, manager of pooled investment vehicles
TPC CINEMA INVESTORS GP LLC Sponsor, GP, manager of pooled investment vehicles
TPC FP INVESTORS GP LLC Sponsor, GP, manager of pooled investment vehicles
TPC SECURITY INVESTORS GP LLC Sponsor, GP, manager of pooled investment vehicles
TPC SECURITY INVESTORS II GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
EM INTERESTS LLC FAMILY OFFICE $17.7M $0.0M 6
TPC AC INVESTORS LP Private Equity Fund $69.9M $0.0M 6
TPC CINEMA INVESTORS LP Private Equity Fund $31.8M $0.0M 12
TPC FP INVESTORS LP Private Equity Fund $60.0M $0.0M 17
TPC SECURITY INVESTORS II LP Private Equity Fund $18.5M $0.0M 12
TPC SECURITY INVESTORS LP Private Equity Fund $150.8M $0.0M 13
TPC UTA LLC Private Equity Fund $3.3M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
GUFFEY, LAWRENCE, HALL Individual LG CAPITAL INVESTORS LLC OWNER 08/2015 > 75%
29 STREET LLC Domestic Entity OWNER 08/2015 > 75%
BURT, HAMISH, JONATHAN Individual PARTNER 01/2019 < 5%
LG CAPITAL INVESTORS LLC Domestic Entity 29 STREET LLC OWNER 10/2014 > 75%
GUFFEY, LAWRENCE, HALL Individual MANAGING PARTNER 01/2019 < 5%
SUN, MIRANDA Individual CHIEF COMPLIANCE OFFICER 01/2019 < 5%

No. Employees, Historic

20100201920202021202220232024202512 on 4/29/201914 on 3/30/202014 on 5/4/202012 on 3/29/202112 on 5/11/202112 on 5/14/202110 on 3/30/202210 on 5/18/20227 on 3/31/20237 on 4/9/20237 on 4/28/20239 on 3/29/2024

RAUM, Historic

600M300M02019202020212022202320242025144936930 on 4/29/2019476376887 on 3/30/2020398346621 on 5/4/2020310924199 on 3/29/2021326178758 on 5/11/2021316798727 on 5/14/2021414055508 on 3/30/2022414049508 on 5/18/2022523451302 on 3/31/2023523451302 on 4/9/2023523451302 on 4/28/2023405705125 on 3/29/2024

No. Clients, Historic

105020192020202120222023202420252 on 4/29/20195 on 3/30/20205 on 5/4/20205 on 3/29/20215 on 5/11/20215 on 5/14/20216 on 3/30/20226 on 5/18/20229 on 3/31/20239 on 4/9/20239 on 4/28/20239 on 3/29/2024