AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Twin Lions Management
Twin Lions Management
Filed as TWIN LIONS MANAGEMENT · Legal name Twin Lions Management LLC
Twin Lions Management is an SEC-registered investment advisory firm in Stamford, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Twin Lions Management compensated?
On its Form ADV (Item 5.E, October 2026), Twin Lions Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Twin Lions Management charge?
Its Form ADV Part 2A brochure dated June 26, 2026 states: Up to $100,000,000: 1.5% a year; Above $100,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Twin Lions Management located?
Twin Lions Management's principal office is in Stamford, CT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Twin Lions Management registered with the SEC or a state?
Twin Lions Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325314.
How much does Twin Lions Management manage?
Twin Lions Management reports $215,869,723 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
What types of clients does Twin Lions Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does Twin Lions Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325314
Does Twin Lions Management state an account minimum?
Its Form ADV Part 2A brochure dated June 26, 2026 says: "The initial subscription minimum is generally US $100,000, as disclosed in the Offering Documents for each Fund."
What changed in Twin Lions Management's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000,000 | 1.5% |
| Above $100,000,000 | 0.75% |
The brochure's wording
The management fee rate is generally 1.5% per annum (0.375% per quarter) on the first $100 million of Management Fee Paying AUM and 0.75% per annum (0.1875% per quarter) on Management Fee Paying AUM in excess of $100 million.
Account minimum: $100,000
The brochure's wording
The initial subscription minimum is generally US $100,000, as disclosed in the Offering Documents for each Fund.
As stated in the firm's Form ADV Part 2A brochure dated June 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$215,869,723 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Twin Lions Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $215,869,723 | 3 | September 9, 2026 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2024 | Not reported | Not reported | September 6, 2024 |
| October 2023 | Not reported | Not reported | March 21, 2023 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Added an office in West Palm Beach, FL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Twin Lions Management (CRD 325314): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/twin-lions-management-stamford-ct-325314