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TWIN GRYPHON ADVISORS LLC
CRD 297264File 801-129993
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.5M
Bottom 25% of cohort (national)
Discretionary AUM
$96.1M
Non-discretionary $30.4M
Clients
50
123 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 24, 2024
- Principal office
- 892 PLAIN STREET, SUITE 3A, MARSHFIELD, MA, 02050
- Phone
- (781) 319-0098
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.5M
- Discretionary AUM
- $96.1M
- Non-discretionary AUM
- $30.4M
- Discretionary accounts
- 116
- Non-discretionary accounts
- 7
- Total accounts
- 123
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $440K |
| High net worth individuals | 27 | $85.1M |
| Pooled investment vehicles | 1 | $5.0M |
| Pension and profit sharing plans | 5 | $30.0M |
| Individuals (other than high net worth individuals) | 17 | $6.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.