Twin Bridges Advisory Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343402
· SEC file 801-137144
· New York, NY
· twinbridges.com
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ADV data as of Aug 02, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Jul 22, 2026
Aug 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 02, 2026.
View current Form ADV (SEC/IAPD) ↗