# Twin Lions Management

> 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.

- CRD: 325314
- Filed as: TWIN LIONS MANAGEMENT
- Legal name: Twin Lions Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325314
- AdvisorCensus page: https://advisorcensus.com/firm/twin-lions-management-stamford-ct-325314

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Up to $100,000,000: 1.5% a year
- Above $100,000,000: 0.75% a year

> 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 initial subscription minimum is generally US $100,000, as disclosed in the Offering Documents for each Fund.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $215,869,723
- Discretionary: $215,869,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $215,869,723 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- twinlionsmgmt.com
- LinkedIn @twin-lions-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | March 21, 2023 |
| October 2024 | Not reported | Not reported | September 6, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $215,869,723 | 3 | September 9, 2026 |


## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Lions Management (CRD 325314): Form ADV filing data as of October 2026.