Jay Grabeklis is a CFA-designated registered investment advisor at Twin Tree Management, LP, based in Dallas, TX, with 14 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twin Tree Management does not directly manage investments for individual investors. They manage investments for private investment funds and receive management fees and performance allocations from those funds.
Location
3131 Mckinney Avenue, Suite 700, Dallas, TX, 75204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay works as a contract consultant for Helix Credit Rankings, providing bond credit ranking information. He spends minimal time per month running analytical models to generate rankings.
Employment History
Current Registrations
Twin Tree Management, LP
State Registrations1 state
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