Oaktop Capital Management II provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Oaktop Capital Management II reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.23B across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $1.23B | 100.0% | $617M |
| Total | 2 | $1.23B | 100% | $617M |
- Clients
- 2
- Regulatory AUM
- $1.23B
- AUM share
- 100.0%
- Avg. per client
- $617M
Total
- Clients
- 2
- Regulatory AUM
- $1.23B
- AUM share
- 100%
- Avg. per client
- $617M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
Oaktop Capital Management II is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Robert Moriarty owns 50% to 75% of Oaktop Capital Management II. The leadership team of Oaktop Capital Management II includes Chief Compliance Officer Denise Adamczyk. It has 3 employees, 2 of them in advisory roles.
Leadership
- Denise AdamczykChief Compliance Officer
- Timothy MoriartyPrincipal and Owner/Limited Partner
- Robert MoriartyPrincipal and Owner/Limited Partner
Staff
- 3 employees
- 2 in advisory functions
- Owns 50% to 75% of Oaktop Capital Management II, L.P.
Robert Moriarty
Control person · since February 2010
- Owns 50% to 75% of Oaktop Capital Management II, L.P.
Timothy Moriarty
Control person · since February 2010
Oaktop Capital Management II’s regulatory assets grew 2.1× from $582M (March 2021) to $1.23B (March 2026); clients were 2 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.23B | 2 | 3 | 1 |
| March 2025 | $793M | 2 | 3 | 1 |
| March 2024 | $767M | 2 | 3 | 1 |
| March 2023 | $574M | 2 | 2 | 1 |
| March 2022 | $825M | 2 | 2 | 1 |
| March 2021 | $582M | 2 | 2 | 1 |
Besides its headquarters, Oaktop Capital Management II has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- One Main Street, Suite 202, ChathamHQ
Other business names
Oaktop Capital Management II has reported 1 other business name to the SEC.
- Twin Oaks Partners
Contact and registration details
- Legal name
- Oaktop Capital Management II, L.P.
- Headquarters
- One Main Street, Suite 202, Chatham, NJ 07928-2426
- Website
- twinoakspartners.com
- Phone
- 973-635-3854
- SEC file
- 801-74616
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Oaktop Capital Management II has custody of $1.23B in client assets for 2 clients.
Oaktop Capital Management II’s reported 13F holdings for the quarter ended 30 June 2026 total $2.35B across 14 positions; the largest are KLA Corp. (39.2%), Lam Research Corp. (38.0%) and Analog Devices Inc. (7.9%).
Reported 13F holdings
- $2.35B
- Reported 13F value
- 14
- Positions
- 98.4%
- In the 10 largest
- +75.4%
- Value vs. prior quarter
- KLA Corp.39.2%
- Lam Research Corp.38.0%
- Analog Devices Inc.7.9%
- Broadcom Inc.5.8%
- Dell Technologies Inc. · CL C2.4%
- Aspen Aerogels Inc.1.4%
- Bristol-myers Squibb CO1.2%
- Ceva Inc.0.9%
- Pinterest Inc. · CL A0.9%
- Progress Software Corp.0.7%
Together, the ten largest are 98.4% of reported value.
How many clients does Oaktop Capital Management II have?
Oaktop Capital Management II has 2 clients and manages $1.23 billion for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Oaktop Capital Management II offer?
Oaktop Capital Management II provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Oaktop Capital Management II have?
Oaktop Capital Management II has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Oaktop Capital Management II?
Oaktop Capital Management II’s direct owners are Robert Moriarty (50% to 75%) and Timothy Moriarty (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Oaktop Capital Management II get paid?
Oaktop Capital Management II is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Oaktop Capital Management II registered with the SEC?
Yes, Oaktop Capital Management II has been registered with the SEC as an investment adviser since 30 March 2012. Its CRD number is 161896 and its SEC file number is 801-74616.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Oaktop Capital Management II?
Oaktop Capital Management II’s main office is at One Main Street, Suite 202, Chatham, NJ 07928-2426. Its phone number is 973-635-3854. Its website is twinoakspartners.com.