SourcingSourcing

OAKTOP CAPITAL MANAGEMENT II, L.P.

C35
CRD 161896·SEC 801-74616·CHATHAM, NJ
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD
161896
SEC file #
801-74616
EIN
272166726
DBA names
Twin Oaks Partners

Economics

AUM
$1.23B
AUM band
$1B+
AUM trajectory
'20'26
$393.8M → $1.23B▲ +214%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CHATHAM NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORIARTY, ROBERT, FRANCIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MORIARTY, ROBERT, FRANCIS
MORIARTY, TIMOTHY, EDMOND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001550660
Edgar Registered
Yes
Edgar Filing Count
85
Edgar First Filing Date
2012-05-25
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
58
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001972

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
Fidelity6
E*trade4
Edgar Addresses
Mailing
ONE MAIN STREET, SUITE 202CHATHAM, NJ 07928
Business
ONE MAIN STREET, SUITE 202CHATHAM, NJ 07928
Edgar EIN
272166726
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001972
13F-HR2026-02-17 · 0001172661-26-001059
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5086183
Trust Company Affiliate
No

People (3)

3
MORIARTY, ROBERT, FRANCIS
Direct Owner · 62.5%
5086183
MORIARTY, TIMOTHY, EDMOND
Direct Owner · 62.5%
3083345
ADAMCZYK, DENISE, MARIE
Executive Officer · 2.5%
2859934