TWIN OAKS PARTNERS

OAKTOP CAPITAL MANAGEMENT II, L.P. Legal Name

Adviser information for TWIN OAKS PARTNERS last updated from Form ADV on March 26th, 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 Partnership
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
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	2	$766.9M
Non-Discretionary	0	$0
Total	2	$766.9M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	2	$766.9M
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	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-74616
SEC ERA File Number	801-74616
SEC CIK Numbers	1244937
SEC CRD Numbers	161896
Legal Entity Identifier	None

Principal Office

ONE MAIN STREET, SUITE 202
CHATHAM
NJ
United States

Monday - Friday, 9:00 TO 5:00

Tel: 973-635-3854, Fax: 973-635-0565

Chief Compliance Officer

DENISE MARIE ADAMCZYK

3 CANAL PLAZA

SUITE 100

PORTLAND

United States

Tel: 484-205-9346

D**************@************M

(Full email address available in API data)

Regulatory Contact

ROBERT FRANCIS MORIARTY

PRINCIPAL

ONE MAIN STREET

CHATHAM

United States

Tel: 973-635-3854

Fax: 973-701-1780

R**@*************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
TWIN OAKS QP, L.P.	Hedge Fund	$400.1M	$0.5M	40
TWIN OAKS, L.P.	Hedge Fund	$366.8M	$0.5M	31

Control Persons

Name	Type	Entity	Title	Since	Ownership
MORIARTY, ROBERT, FRANCIS	Individual	–	PRINCIPAL AND OWNER/LIMITED PARTNER	02/2010	50-75%
MORIARTY, TIMOTHY, EDMOND	Individual	–	PRINCIPAL AND OWNER/LIMITED PARTNER	02/2010	50-75%
OAKTOP CAPITAL MANAGEMENT I, LLC	Domestic Entity	–	GENERAL PARTNER	02/2010	< 5%
ADAMCZYK, DENISE, MARIE	Individual	–	CHIEF COMPLIANCE OFFICER	08/2021	< 5%

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