SourcingSourcing

TWIN CAPITAL MANAGEMENT INC

B55
CRD 104748·SEC 801-36431·MCMURRAY, PA
AUM
$837.8M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TWIN CAPITAL MANAGEMENT INC
CRD
104748
SEC file #
801-36431
EIN
000000000
DBA names
—

Economics

AUM
$837.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.81B → $837.8M▼ -54%
Client mix
Individuals High Net Worth35
State Or Municipal Govt12
Pension Profit Sharing Plans10
Charitable Organizations5

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
MCMURRAY PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/twincapital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GERBER, GEOFFREY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GERBER, GEOFFREY
DRAKE, JAMES, DORR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:twin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
573,755
Form 5500 Compensation Trajectory 3y
2025573,755
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
573,755
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001128979
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2011-12-13
Edgar Last Filing Date
2012-12-12
Edgar Form D Count
2
Edgar Form D Offerings
2012-12-122012-12-12 · 0000919574-12-006706
2011-12-132011-12-13 · 0000919574-11-006731

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
State Street2
Bny Mellon2
U.s. Bank1
Wells Fargo1
Edgar Addresses
Mailing
C/O TWIN CAPITAL MANAGEMENT, INC.3244 WASHINGTON RD. STE. 202MCMURRAY, PA 15317
Business
C/O TWIN CAPITAL MANAGEMENT, INC.3244 WASHINGTON RD. STE. 202MCMURRAY, PA 15317
Edgar EIN
000000000
Edgar Recent Filings
D/A2012-12-12 · 0000919574-12-006706
D2011-12-13 · 0000919574-11-006731
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
704860
Trust Company Affiliate
No

People (2)

2
GERBER, GEOFFREY
Direct Owner · 87.5%
704860
DRAKE, JAMES, DORR
Executive Officer · 2.5%
4348258