Twin Lights Capital Management LLC
% of assets managed in Beverly, MA
State registeredNo commissions reported
Public-record details
- Address
- 100 Cummings Center Drive, Suite 322d, Beverly, MA 01915
- Phone
- (617) 331-1078
- Listed under
- % of assets managed
- CRD number
- 330830
- Registration
- State registered: MA
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Other (Model Fees)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $54.9 million
- Accounts managed
- 41
- Clients reported (Form ADV 5.D)
- 9
- Individual / high-net-worth clients
- 2 / 6
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-09-04
Read the official record
- SEC IAPD summary for CRD 330830 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Beverly
Bluedoor Private Wealth, LLCSEC registeredNo commissions reportedCabot Wealth ManagementSEC registeredNo commissions reportedEasterly Investment Partners LLCSEC registeredNo commissions reportedFamily Fiduciary Services, INC.SEC registeredNo commissions reportedIpswich Investment Management Company, INCSEC registeredNo commissions reportedPark State Asset Management LLCSEC registeredNo commissions reportedUS Advisory GroupState registeredNo commissions reported