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They include 49 high-net-worth individuals, 34 individual clients, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Twin Lakes Capital Management offer?","answer":"Twin Lakes Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, and estate planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Twin Lakes Capital Management use?","answer":"Twin Lakes Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $226M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Twin Lakes Capital Management have?","answer":"Twin Lakes Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Twin Lakes Capital Management invest in?","answer":"At the end of its last fiscal year, Twin Lakes Capital Management’s separately managed accounts held 54% exchange-traded equities, 23% cash and equivalents, 17% pooled vehicles (private funds and similar) and 6% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Twin Lakes Capital Management?","answer":"Twin Lakes Capital Management’s direct owners are Min Kim (75% or more) and Frank Yi (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Twin Lakes Capital Management get paid?","answer":"Twin Lakes Capital Management is paid through a percentage of assets under management. 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