Twin Lions Management: new SEC registration, $216M AUM, Stamford, CT
Twin Lions Management (Stamford, Connecticut): new SEC registration, $216M AUM, Stamford, CT. Its amount of 216 is above the median of 134 (70th percentile). Dated 106 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 216 · 70th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 31 related CT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Twin Lions Management |
| Legal name | Twin Lions Management LLC |
| CRD | 325314 |
| Status | Approved |
| Registered with the SEC | 2026-07-22 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Stamford, CT, United States |
| Regulatory AUM | $215,869,723 |
| Accounts | 3 |
| Employees | 3 |
| Website | https://www.twinlionsmgmt.com |
| amount percentile | 70th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (32 CT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CT first): Point 41 Capital Partners, L.P. · N10° Wealth · Tourmalet Advisors, LP · August Wealth Advisors LLC · Fundsmith Partners Us LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Twin Lions Management and 32 Connecticut peers
- Connecticut NewRiaPulse records like this one: 32
- Twin Lions Management's amount: 70th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Connecticut peer: $6,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $216M under management.
- Website on file.
What is the NewRiaPulse record for Twin Lions Management in Stamford, Connecticut?
Twin Lions Management received SEC registration as an investment adviser (2026-07-22) with $215,869,723 in regulatory assets under management, based in Stamford, CT.
How does Twin Lions Management compare to other Connecticut NewRiaPulse records?
Its amount of 216 sits in the upper half (70th percentile) of 1,149 records; the median is 134. It is 106 days old; check the official source for later updates before acting.
Twin Lions Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Twin Lions Management | Stamford, CT | 216 | 70th | 2026-07-22 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Connecticut NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.