TWIN CAPITAL MANAGEMENT INC
Adviser information for TWIN CAPITAL MANAGEMENT INC 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 40 | $774.7M |
| Non-Discretionary | 11 | $9.8M |
| Total | 51 | $784.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 20 | $58.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $239.8M |
| Charitable organizations | 6 | $84.8M |
| State or municipal gov entities | 11 | $248.2M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $153.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsNON-DISCRETIONARY INVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 3.8M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PRIVATE ADVISOR NETWORK | WELLS FARGO ADVISORS |
| UBS MANAGED ACCOUNTS CONSULTING | UBS FINANCIAL SERVICES INC. |
| UBS STRATEGIC WEALTH PORTFOLIO | UBS FINANCIAL SERVICES INC. |
| UBS ACCESS | UBS FINANCIAL SERVICES INC. |
Principal Office
3244 WASHINGTON RDSUITE 202
MCMURRAY
PA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: [724]942-2000, Fax: [724]942-2002
Chief Compliance Officer
JAMES DRAKE
CFO AND CCO
3244 WASHINGTON RD, STE 202
MCMURRAY
PA
United States
Tel:
724-942-2000
Fax:
724-942-2002
J***@**************M
(Full email address available in API data)
Regulatory Contact
GEOFFREY GERBER
PRESIDENT
3244 WASHINGTON RD, STE 202
MCMURRAY
PA
United States
Tel:
724-942-2000
Fax:
724-942-2002
G****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GERBER, GEOFFREY | Individual | – | PRESIDENT/CIO | 04/1990 | > 75% |
| DRAKE, JAMES, DORR | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 09/1998 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO COM | COM | 4M | 40K | – |
| A T & T INC | COM | 3M | 149K | – |
| ABBOTT LAB | COM | 5M | 47K | – |
| ABBVIE INC | COM | 6M | 37K | – |
| ACCENTURE PLC CLASS A SHARES | COM | 4M | 13K | – |
| ADOBE INC | COM | 5M | 10K | – |
| ADVANCED MICRO DEVICES, INC. | COM | 5M | 31K | – |
| ALBEMARLE CORP COM | COM | 544K | 6K | – |
| ALBERTSONS COMPANIES, INC | COM | 780K | 40K | – |
| ALPHABET CLASS-C SHARE | COM | 4M | 24K | – |
| ALPHABET INC CLASS A | COM | 27M | 150K | – |
| AMAZON.COM INC | COM | 28M | 143K | – |
| AMDOCS LIMITED | COM | 1M | 17K | – |
| AMER ELECTRIC PWR CO | COM | 696K | 8K | – |
| AMERICAN EXPRESS CO | COM | 1M | 6K | – |
| AMERICAN INTL GROUP INC COM NE | COM | 506K | 7K | – |
| AMGEN INC | COM | 5M | 14K | – |
| ANALOG DEVICES INC | COM | 2M | 10K | – |
| APPLE INC | COM | 55M | 260K | – |
| APPLIED MATERIALS INC | COM | 4M | 17K | – |
| ARCH CAPITAL GROUP LTD | COM | 815K | 8K | – |
| ARCHER-DANIELS-MIDLAND CO | COM | 3M | 42K | – |
| ARISTA NETWORKS | COM | 6M | 18K | – |
| ARROW ELECTRS INC | COM | 718K | 6K | – |
| ASHLAND GLOBAL HOLDINGS INC | COM | 1M | 13K | – |
| AUTOMATIC DATA PROCESSING INC | COM | 1M | 6K | – |
| AVNET INC | COM | 2M | 35K | – |
| BANK OF AMERICA CORPORATION | COM | 6M | 159K | – |
| BANK OF NY MELLON CORP | COM | 2M | 31K | – |
| BERKSHIRE HATHAWAY CL B | COM | 12M | 30K | – |
| BEST BUY INC COM STK | COM | 864K | 10K | – |
| BIOGEN INC COMMON | COM | 2M | 9K | – |
| BLACKROCK INC | COM | 4M | 5K | – |
| BLOCK, INC. | COM | 891K | 14K | – |
| BOSTON SCIENTIFIC CORP | COM | 2M | 21K | – |
| BRISTOL MYERS SQUIBB | COM | 3M | 61K | – |
| BROADCOM INC | COM | 17M | 11K | – |
| BROWN & BROWN INC COMMON | COM | 2M | 18K | – |
| BUNGE LTD | COM | 963K | 9K | – |
| CADENCE DESIGN SYSTEMS INC | COM | 2M | 7K | – |
| CAESARS ENTERTAINMENT, INC. | COM | 476K | 12K | – |
| CAMDEN PROPERTY TRUST | COM | 874K | 8K | – |
| CAPITAL ONE FINL CORP | COM | 3M | 20K | – |
| CARDINAL HEALTH INC | COM | 2M | 17K | – |
| CATERPILLAR INC COM | COM | 5M | 16K | – |
| CAVA GROUP INC | COM | 2M | 20K | – |
| CBRE GROUP INC | COM | 3M | 35K | – |
| CENCORA | COM | 3M | 12K | – |
| CENTENE CORP COMMON | COM | 1M | 15K | – |
| CENTERPOINT ENERGY INC COM | COM | 531K | 17K | – |
| CHARLES SCHWAB CORP | COM | 391K | 5K | – |
| CHEVRON CORP | COM | 4M | 28K | – |
| CHUBB LTD | COM | 3M | 14K | – |
| CINCINNATI FINANCIAL CORPORATI | COM | 563K | 5K | – |
| CINTAS CORP COM | COM | 4M | 5K | – |
| CISCO SYSTEMS INC | COM | 2M | 33K | – |
| CITIGROUP INC COM NEW | COM | 4M | 64K | – |
| CME GROUP INC COM STK | COM | 3M | 14K | – |
| COCA-COLA CO | COM | 5M | 86K | – |
| COGNIZANT TECHNOLOGY SOLUTIONS | COM | 2M | 33K | – |
| COMCAST CORP CL A NEW | COM | 5M | 132K | – |
| CONOCOPHILLIPS COMMON | COM | 4M | 36K | – |
| CONS EDISON INC COM | COM | 4M | 45K | – |
| COPART INC | COM | 5M | 90K | – |
| CORTEVA, INC. | COM | 2M | 31K | – |
| COSTCO WHOLESALE CO | COM | 6M | 8K | – |
| CROWDSTRIKE HOLDINGS INC | COM | 2M | 5K | – |
| CSX CORP COM | COM | 580K | 17K | – |
| CUMMINS INC | COM | 293K | 1K | – |
| CVS HEALTH CORP COM | COM | 2M | 33K | – |
| D R HORTON CO | COM | 3M | 24K | – |
| DELTA AIR LINES INC DEL COMMON | COM | 460K | 10K | – |
| DEVON ENERGY CORPORATION | COM | 846K | 18K | – |
| DIGITAL RLTY TR INC | COM | 2M | 14K | – |
| DISCOVER FINL SVCS COM STK | COM | 984K | 8K | – |
| DUKE ENERGY CORP | COM | 3M | 33K | – |
| EATON CORP PLC COMMON | COM | 1M | 4K | – |
| EBAY INC COM | COM | 528K | 10K | – |
| ECOLAB INC | COM | 766K | 3K | – |
| EDWARDS LIFESCIENCES CORP | COM | 871K | 9K | – |
| ELEVANCE HEALTH INC | COM | 859K | 2K | – |
| ELI LILLY & CO | COM | 16M | 18K | – |
| EMERSON ELECTRIC CO COM | COM | 537K | 5K | – |
| ENTERGY CORP | COM | 363K | 3K | – |
| EOG RESOURCES INC COM | COM | 4M | 28K | – |
| EQUITY RESIDENTIAL REIT USD.01 | COM | 2M | 27K | – |
| EVEREST GROUP LTD | COM | 3M | 8K | – |
| EVERGY INC | COM | 2M | 37K | – |
| EXPEDIA INC | COM | 394K | 3K | – |
| EXTRA SPACE STORAGE IN | COM | 832K | 5K | – |
| EXXON MOBIL CORP COM | COM | 12M | 101K | – |
| F5 INC | COM | 616K | 4K | – |
| FASTENAL CO | COM | 2M | 37K | – |
| FIDELITY NATIONAL INFORMATION | COM | 3M | 38K | – |
| FIFTH THIRD BANCORP COMMON STO | COM | 536K | 15K | – |
| FINANCIAL SELECT SECTOR SPDR F | COM | 257K | 6K | – |
| FISERV INC COM | COM | 3M | 17K | – |
| FORD MOTOR CO COMMON STOCK USD | COM | 2M | 185K | – |
| FORTINET INC | COM | 3M | 47K | – |
| FTI CONSULTING INC. | COM | 872K | 4K | – |
| GARMIN LTD | COM | 669K | 4K | – |
| GARTNER GROUP INC | COM | 620K | 1K | – |
| GE VERNOVA LLC | COM | 343K | 2K | – |
| GENERAL DYNAMICS CORP COM | COM | 3M | 9K | – |
| GENERAL ELECTRIC CO | COM | 5M | 29K | – |
| GENERAL MILLS INC COM | COM | 2M | 29K | – |
| GENERAL MOTORS COMPANY COMMON | COM | 3M | 61K | – |
| GENUINE PARTS CO COMMON STOCK | COM | 1M | 10K | – |
| GILEAD SCIENCES INC | COM | 2M | 30K | – |
| GOLDMAN SACHS GROUP INC COM | COM | 3M | 6K | – |
| GRAND CANYON ED INC | COM | 639K | 5K | – |
| GXO LOGISTICS, INC | COM | 2M | 33K | – |
| HARTFORD FINL SVCS GROUP INC C | COM | 3M | 25K | – |
| HEWLETT PACKARD ENTERPRISE CO | COM | 618K | 29K | – |
| HOLOGIC INC | COM | 2M | 24K | – |
| HOME DEPOT INC | COM | 5M | 13K | – |
| HONEYWELL INTL INC | COM | 1M | 6K | – |
| HOST HOTELS & RESORTS INC REIT | COM | 627K | 35K | – |
| HP INC COMMON STOCK USD.01 | COM | 463K | 13K | – |
| HYATT HOTELS CORPORATION | COM | 2M | 13K | – |
| ILLUMINA INC | COM | 1M | 11K | – |
| INGERSOLL RAND PLC COMMON | COM | 627K | 7K | – |
| INSPIRE MEDICAL SYSTEMS INC | COM | 889K | 7K | – |
| INTEL CORP | COM | 2M | 78K | – |
| INTERCONTINENTAL EXCHANGE INC | COM | 1M | 8K | – |
| INTERNATIONAL BUSINESS MACHS C | COM | 425K | 2K | – |
| INTERPUBLIC GROUP COS | COM | 996K | 34K | – |
| INTUIT COM | COM | 7M | 10K | – |
| INVESCO QQQ TRUST SERIES 1 | COM | 245K | 512 | – |
| JACOBS SOLUTIONS INC | COM | 2M | 18K | – |
| JOHNSON & JOHNSON COM USD1 | COM | 8M | 56K | – |
| JPMORGAN CHASE & CO | COM | 14M | 69K | – |
| KIMBERLY CLARK CORP | COM | 1M | 7K | – |
| KIMCO REALTY CORPORATION REITS | COM | 4M | 180K | – |
| KRAFT HEINZ COMPANY | COM | 271K | 8K | – |
| KROGER CO COM | COM | 3M | 61K | – |
| KYNDRYL HOLDINGS, INC. | COM | 1M | 40K | – |
| LABCORP HOLDINGS EXC1 | COM | 483K | 2K | – |
| LAM RESEARCH CORP | COM | 4M | 3K | – |
| LENNAR CORP A | COM | 5M | 30K | – |
| LKQ CORPORATION | COM | 770K | 19K | – |
| MANPOWERGROUP INC COMMON | COM | 2M | 26K | – |
| MARATHON PETROLEUM CORP COMMON | COM | 945K | 5K | – |
| MARRIOTT INTL INC NEW COM STK | COM | 3M | 12K | – |
| MARTIN MARIETTA MATERIALS | COM | 902K | 2K | – |
| MASTERCARD INC CL A | COM | 1M | 3K | – |
| MC DONALDS CORP COM | COM | 386K | 2K | – |
| MCKESSON CORP | COM | 3M | 5K | – |
| MEDTRONIC PLC | COM | 2M | 28K | – |
| MERCK & CO INC NEW COM | COM | 8M | 62K | – |
| META PLATFORMS INC CLASS A | COM | 17M | 34K | – |
| METLIFE INC. | COM | 3M | 41K | – |
| MICRON TECHNOLOGY INC | COM | 3M | 20K | – |
| MICROSOFT CORP | COM | 58M | 130K | – |
| MOLINA HEALTHCARE INC | COM | 348K | 1K | – |
| MOLSON COORS BREWING COM CL B | COM | 302K | 6K | – |
| MONDELEZ INTERNATIONAL CLASS A | COM | 3M | 40K | – |
| MONOLITHIC PWR SYS INC | COM | 2M | 2K | – |
| NETAPP Inc. | COM | 658K | 5K | – |
| NETFLIX.COM INC | COM | 6M | 9K | – |
| NEW LINDE PLC | COM | 5M | 12K | – |
| NEWMONT CORPORATION | COM | 1M | 34K | – |
| NIKE INC CL B | COM | 2M | 21K | – |
| NORDSON CORP COM | COM | 707K | 3K | – |
| NOVO NORDISK A/S SPONSORED ADR | COM | 294K | 2K | – |
| NUCOR CORP COM | COM | 1M | 9K | – |
| NVIDIA CORPORATION COM | COM | 48M | 385K | – |
| OGE ENERGY CORP COM $US | COM | 2M | 60K | – |
| OLD DOMINION FREIGHT | COM | 2M | 12K | – |
| OLD REPUBLIC INTL CORP | COM | 2M | 65K | – |
| ONEOK INC | COM | 633K | 8K | – |
| ORACLE CORPORATION | COM | 1M | 9K | – |
| PACCAR INC COM | COM | 2M | 21K | – |
| PAYCHEX INC | COM | 4M | 32K | – |
| PEPSICO INC COM | COM | 5M | 28K | – |
| PFIZER INC | COM | 579K | 21K | – |
| PHILLIPS 66 | COM | 738K | 5K | – |
| PINNACLE WEST CAPITAL CORP | COM | 1M | 15K | – |
| PNC FINANCIAL SERVICES | COM | 235K | 2K | – |
| POLO RALPH LAUREN CORP COMMON | COM | 962K | 5K | – |
| POOL CORP | COM | 483K | 2K | – |
| PPG IND INC COM | COM | 1M | 9K | – |
| PRINCIPAL FINL GROUP INC COM S | COM | 427K | 5K | – |
| PROCORE TECHNOLOGIES INC | COM | 712K | 11K | – |
| PROCTER & GAMBLE | COM | 11M | 64K | – |
| PRUDENTIAL FINL INC COM | COM | 843K | 7K | – |
| PUBLIC SERVICES ENTERPRISES GP | COM | 566K | 8K | – |
| PUBLIC STORAGE INC | COM | 1M | 5K | – |
| PULTE GROUP INC | COM | 6M | 50K | – |
| QUALCOMM INC COM | COM | 5M | 24K | – |
| QUANTA SERVICES INC | COM | 3M | 11K | – |
| REGENERON PHARMACEUT | COM | 4M | 4K | – |
| REGIONS FINANCIAL CORP | COM | 853K | 43K | – |
| RESMED INC COM | COM | 337K | 2K | – |
| ROCKWELL INTL CORP | COM | 488K | 2K | – |
| ROPER INDUSTRIES INC | COM | 631K | 1K | – |
| ROSS STORES INC COM | COM | 407K | 3K | – |
| RTX CORP | COM | 981K | 10K | – |
| S&P GLOBAL INC COM | COM | 3M | 8K | – |
| SALESFORCE INC | COM | 6M | 23K | – |
| SEMPRA | COM | 2M | 22K | – |
| SERVICENOW INC | COM | 2M | 3K | – |
| SHERWIN-WILLIAMS CO COM | COM | 2M | 8K | – |
| SKYWORKS SOLUTIONS INC COMMON | COM | 2M | 21K | – |
| SMARTSHEET INC | COM | 2M | 40K | – |
| SMUCKER J M CO COM NEW | COM | 1M | 11K | – |
| SNAP-ON INC | COM | 4M | 15K | – |
| SNOWFLAKE INC | COM | 1M | 10K | – |
| SOLVENTUM CORP | COM | 529K | 10K | – |
| SOUTHERN CO | COM | 1M | 18K | – |
| STARBUCKS CORPORATION COM | COM | 366K | 5K | – |
| STATE STREET CORPORATION | COM | 1M | 19K | – |
| STRYKER CORP | COM | 3M | 9K | – |
| SUPER MICRO COMPUTER I | COM | 298K | 364 | – |
| SYNCHRONY FINANCIAL | COM | 2M | 37K | – |
| SYNOPSYS INC | COM | 937K | 2K | – |
| T MOBILE US INC | COM | 218K | 1K | – |
| T ROWE PRICE GROUP INC | COM | 3M | 29K | – |
| TARGET CORP COM STK | COM | 2M | 14K | – |
| TERADYNE INC | COM | 1M | 7K | – |
| TESLA, INC. | COM | 8M | 40K | – |
| TEXAS INSTRUMENTS INC COM | COM | 297K | 2K | – |
| TEXTRON INC | COM | 2M | 18K | – |
| THE CARLYLE GROUP INC | COM | 2M | 52K | – |
| THE CIGNA GROUP | COM | 3M | 10K | – |
| THERMO FISHER SCIENTIFIC INC C | COM | 429K | 776 | – |
| TJX COS INC COM NEW | COM | 2M | 18K | – |
| TRANE TECHNOLOGIES PLC | COM | 2M | 7K | – |
| TRAVELERS COS INC COM STK | COM | 2M | 10K | – |
| TYSON FOODS INC | COM | 587K | 10K | – |
| UBER TECHNOLOGIES INC | COM | 3M | 37K | – |
| UNION PAC CORP COM | COM | 744K | 3K | – |
| UNITED AIRLINES HOLDINGS INC | COM | 487K | 10K | – |
| UNITED PARCEL SVC INC CL B | COM | 2M | 17K | – |
| UNITED RENTALS INC | COM | 282K | 436 | – |
| UNITEDHEALTH GROUP INC | COM | 11M | 21K | – |
| US BANCORP | COM | 714K | 18K | – |
| VALERO ENERGY CORP COM STK NEW | COM | 3M | 20K | – |
| VANGUARD INFORMATION TECHNOLOG | COM | 265K | 460 | – |
| VANGUARD SMALL-CAP ETF | COM | 202K | 925 | – |
| VENTAS INC | COM | 1M | 28K | – |
| VERIZON COMMUNICATIONS COM | COM | 4M | 107K | – |
| VERTEX PHARMACEUTICAL INC. | COM | 3M | 6K | – |
| VISA INC CLASS A | COM | 6M | 24K | – |
| W E C ENERGY GROUP INC COM | COM | 1M | 18K | – |
| W W GRAINGER INC | COM | 455K | 504 | – |
| WABTEC CORP | COM | 2M | 15K | – |
| WALMART INC COM | COM | 7M | 103K | – |
| WALT DISNEY CO | COM | 4M | 37K | – |
| WASTE MGMT INC DEL COM STK | COM | 946K | 4K | – |
| WELLS FARGO & CO | COM | 5M | 81K | – |
| WESTERN DIGITAL CORP | COM | 3M | 35K | – |
| WESTROCK COMPANY (NEW) | COM | 3M | 56K | – |
| WILLIAMS SONOMA | COM | 3M | 11K | – |
| WR BERKLEY CORP | COM | 1M | 15K | – |
| XYLEM INC | COM | 1M | 8K | – |
| AEGIS VALUE FUND CLASS | COM | 311K | 9K | – |
| ARIEL MUTUAL FUND | COM | 453K | 7K | – |
| CONESTOGA SMALL CAP FUND | COM | 262K | 4K | – |
| DODGE & COX INCOME FUND | COM | 285K | 23K | – |
| DODGE & COX STOCK FUND | COM | 284K | 1K | – |
| DOUBLELINE TOTAL RETURN BOND F | COM | 184K | 21K | – |
| FAM DIVIDEND FOCUS FUND | COM | 212K | 4K | – |
| FIDELITY 500 INDEX FUND | COM | 1M | 6K | – |
| FIDELITY PURITAN FUND | COM | 584K | 22K | – |
| ISHARES CORE U.S. AGGREGATE BO | COM | 305K | 3K | – |
| JENSEN QUALITY GROWTH FUND | COM | 291K | 5K | – |
| LOOMIS SAYLES BOND FUND | COM | 119K | 10K | – |
| SCHWAB 1000 INDEX FUND | COM | 402K | 3K | – |
| SCHWAB GOVERNMENT MONEY INV | COM | 107K | 107K | – |
| SCHWAB INTERNATIONAL INDEX FUN | COM | 272K | 11K | – |
| SCHWAB SMALL-CAP INDEX FUND | COM | 373K | 11K | – |
| SCHWAB TREASURY OBLIGATIONS MO | COM | 634K | 634K | – |
| SCHWAB US MID-CAP INDEX FUND | COM | 281K | 5K | – |
| SCHWAB VALUE ADVANTAGE MONEY I | COM | 844K | 844K | – |
| SOUND SHORE FUND INVESTOR CLAS | COM | 210K | 5K | – |
| SPDR PORTFOLIO S&P 500 VALUE E | COM | 528K | 11K | – |
| VANGUARD MID-CAP INDEX FUND | COM | 329K | 1K | – |
| VANGUARD SMALL-CAP GROWTH INDE | COM | 305K | 3K | – |
| WASATCH SMALL CAP GROWTH FUND | COM | 226K | 6K | – |