# Twin Lights Capital Management LLC

> Twin Lights Capital Management LLC is a state-registered investment advisory firm in Beverly, MA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 330830
- Filed as: TWIN LIGHTS CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverly, MA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330830
- AdvisorCensus page: https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830

## Quick answers

**How is Twin Lights Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Twin Lights Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Twin Lights Capital Management LLC located?**
Twin Lights Capital Management LLC's principal office is in Beverly, MA, according to its Form ADV.

**Is Twin Lights Capital Management LLC registered with the SEC or a state?**
Twin Lights Capital Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330830.

**How much does Twin Lights Capital Management LLC manage?**
Twin Lights Capital Management LLC reports $54,866,302 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Twin Lights Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (2); other (1).

**Does Twin Lights Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330830

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $54,866,302
- Discretionary: $54,866,302
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,083,000 |
| High net worth individuals | 6 | $29,255,444 |
| Other | 1 | $24,527,858 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- twinlightscapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Lights Capital Management LLC (CRD 330830): Form ADV filing data as of October 2026.