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Paul Twitchell

11 Years of Experience
Austin, TX

Paul Twitchell is a registered investment advisor at Whitebox Advisors LLC, based in Austin, TX, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$690.3M average
Assets Under Management
$11.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Whitebox Advisors manages investments for private funds and separately managed accounts. Fees are negotiated on an individual basis for separately managed accounts and generally include both a management fee and incentive compensation. For private funds, Whitebox generally receives a periodic management fee based on assets under management and is typically entitled to receive incentive compensation based on a percentage of net realized and unrealized profit of the portfolio.

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Location

6300 Bee Cave Road, Building 2, Suite 420, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Whitebox Advisors LLC
April 2014 - Present · 12 yrs 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Twitchell - Financial Advisor | TrueAdvisor