Twin Bridge Capital Partners, LLC (Chicago)

Name: Twin Bridge Capital Partners, LLC
Address: One South Wacker Dr., Chicago, IL, 60606
Telephone: 312-284-5600

Twin Bridge Capital Partners, LLC is a large advisory firm based in Chicago. It manages $1.82 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Twin Bridge Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Twin Bridge Capital Partners: assets under management

The assets under management (AUM) of Twin Bridge Capital Partners, LLC is $1.82 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.82 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $454.1 million each.

Twin Bridge Capital Partners has custody of $1.82 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Twin Bridge Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Twin Bridge Capital Partners serves?

The only and largest group of clients of Twin Bridge Capital Partners is pooled investment vehicles with 4 clients and $1.82 billion of assets under management. Among the 11 most similar advisory firms, Twin Bridge Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.82 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Twin Bridge Capital Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $549,000.

Careers at Twin Bridge Capital Partners, LLC

The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Deborah Marie Ackerman	Partner, elected manager	1 Oct 2005	Other	6019717
Brian Patrick Gallagher	Partner, elected manager	1 Oct 2005	Other	6019725
Thrivent Financial For Lutherans	Non-managing member	1 Oct 2005	25% - 50%	39-0123480
Maryjane Pempek	Partner, chief financial officer, chief compliance officer	1 Apr 2006	Other	6019711
Joseph Edward Dimberio	Partner	1 Apr 2007	Other	6019720
Patrick John Lanigan	Partner	1 Apr 2007	Other	6019726

Based in Chicago

The principal office where Twin Bridge Capital Partners, LLC performs its advisory services is located at One South Wacker Dr., Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-284-5600 or by fax 312-284-5599. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at twinbridgecapital.com.