Twf Management Company, LLC (New York)


Twf Management Company, LLC is a large advisory firm based in New York. It manages $70.27 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

Twf Management Company provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Twf Management Company: assets under management

The assets under management (AUM) of Twf Management Company, LLC is $70.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 368% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.57 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Twf Management Company, 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.

Careers at Twf Management Company, LLC

Nathan David Leight has served as the Chief Investment Officer since 1 Jan 2005. John Roger Frawley joined the executive team most recently as the Managing Member/Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Elizabeth Barkin Leight Turstee, leight family 1998 irrevocable trust 1 Apr 1998 25% - 50% 5512665
Jonathan Wade Berger Trustee, leight family 1998 irrevocable trust 1 Apr 1998 25% - 50% 4562854
Murray Lloyd Sprung Trustee, weiss family trust 1 Mar 2000 25% - 50% 5512655
Vincent Michael Sarullo Chief financial officer 1 Jan 2005 Other 4951040
Nathan David Leight Chief investment officer 1 Jan 2005 50% - 75% 1021624
Jason Gregory Weiss Principal 1 Jan 2005 50% - 75% 2743415
John Roger Frawley Managing member 1 Jan 2005 Other 213267
Weiss Family Trust Shareholder 1 Jan 2005 25% - 50% 36-7325565
Leight Family 1998 Irrevocable Trust Shareholder 1 Jan 2005 25% - 50% 13-7141506
Stuart Finlay Gallin Chief financial officer 1 Jan 2007 Other 5314515
John Roger Frawley Managing member/chief compliance officer 1 Mar 2008 Other 213267

Based in New York

The principal office where Twf Management Company, LLC performs its advisory services is located at C/O Terrapin Partners, Llc, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-710-4100 or by fax 212-710-4105. The normal business hours are 9 am to 6 pm on Monday - Friday.