RIA Intelligence

TWIN OAK ETF COMPANY

CRD #330365 SEC #801-130584 WELLESLEY, MA 617-402-5495
SEC Registered
Total AUM
$572.3M
Discretionary
$572.3M
Employees
5
Clients
--
Accounts
2

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Meyer, Adam, MatthewICHIEF OPERATING OFFICERNA Control
Meyer, Adam, MatthewICHIEF OPERATING OFFICERNA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
WAINWRIGHT, ZACHARY, CARLICEO/CCONA Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control
TWIN OAK HOLDINGS LPDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WAINWRIGHT, ZACHARY, CARLITWIN OAK HOLDINGS LPD Control
WAINWRIGHT, ZACHARY, CARLITWIN OAK HOLDINGS LPD Control
WAINWRIGHT, ZACHARY, CARLITWIN OAK HOLDINGS LPD Control
WAINWRIGHT, ZACHARY, CARLITWIN OAK HOLDINGS LPD Control
WAINWRIGHT, ZACHARY, CARLITWIN OAK HOLDINGS LPD Control
ETFHOLDINGS LPDETWIN OAK HOLDINGS LPC
ETFHOLDINGS LPDETWIN OAK HOLDINGS LPC Control
ETFHOLDINGS LPDETWIN OAK HOLDINGS LPC
ETFHOLDINGS LPDETWIN OAK HOLDINGS LPC
ETFHOLDINGS LPDETWIN OAK HOLDINGS LPC Control

Registrations

Federal

IA
Sep 4, 2025 REGISTERED

Notice Filings (1)

MA

Address

888 WORCESTER ST
SUITE 200
WELLESLEY, MA 02482
United States
Phone: 617-402-5495