# Twin Oaks Partners

> Twin Oaks Partners is an SEC-registered investment advisory firm in Chatham, NJ, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 161896
- Filed as: TWIN OAKS PARTNERS
- Legal name: Oaktop Capital Management II, L.P.
- Also doing business as: TWIN OAKS PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chatham, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161896
- AdvisorCensus page: https://advisorcensus.com/firm/twin-oaks-partners-chatham-nj-161896

## Quick answers

**How is Twin Oaks Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Twin Oaks Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Twin Oaks Partners located?**
Twin Oaks Partners' principal office is in Chatham, NJ, according to its Form ADV.

**Is Twin Oaks Partners registered with the SEC or a state?**
Twin Oaks Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161896.

**How much does Twin Oaks Partners manage?**
Twin Oaks Partners reports $1,234,916,043 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Twin Oaks Partners' assets and staff changed since 2021?**
In the Form ADV data for Twin Oaks Partners: Regulatory assets under management: $582,137,429 in the October 2021 data and $1,234,916,043 in the October 2026 data, up 112%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Twin Oaks Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Twin Oaks Partners 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/161896

**Does Twin Oaks Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum investment in the Funds is $500,000, subject to waiver at the discretion of the General Partner."

**What changed in Twin Oaks Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $792,724,723 to $1,234,916,043 (+56%).

## 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 March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The minimum investment in the Funds is $500,000, subject to waiver at the discretion of the General Partner.

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

### Regulatory assets under management (Item 5.F)
- Total: $1,234,916,043
- Discretionary: $1,234,916,043
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,234,916,043 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $582,137,429 | 2 | March 30, 2021 |
| October 2022 | $824,842,200 | 2 | August 30, 2022 |
| October 2023 | $573,618,081 | 2 | March 31, 2023 |
| October 2024 | $766,925,053 | 3 | March 26, 2024 |
| October 2025 | $792,724,723 | 3 | March 28, 2025 |
| October 2026 | $1,234,916,043 | 3 | March 31, 2026 |

Regulatory assets under management: $582,137,429 in the October 2021 data and $1,234,916,043 in the October 2026 data, up 112%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $792,724,723 to $1,234,916,043 (+56%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Oaks Partners (CRD 161896): Form ADV filing data as of October 2026.