Unclaimed Profile

John Joon-Sang Cha

TWIN LAKES CAPITAL MANAGEMENT, LLC·REDWOOD SHORES, California

Series 4, Series 7, Series 24, Series 63Clean record20 years registeredTWIN LAKES CAPITAL MANAGEMENT, LLC

3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2373163Firm CRD# 137522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joon-Sang Cha · REDWOOD SHORES, CA

Registration

CRD #2373163 · TWIN LAKES CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

KLESIS ADVISORS, LLC

Mar 2021 – present

TWIN LAKES CAPITAL

Apr 2018 – Mar 2021

Redwood Shores, CA

TLA CAPITAL MANAGEMENT, LLC

Mar 2016 – Dec 2017

REDWOOD SHORES, CA

TLA CAPITAL MANAGEMENT, LLC

Dec 2008 – Dec 2015

REDWOOD SHORES, CA

TLA CAPITAL MANAGEMENT, LLC

Oct 2006 – Dec 2006

REDWOOD SHORES, CA

TWIN LAKES CAPITAL

Dec 2005 – Sep 2013

REDWOOD SHORES, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · December 6, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWIN LAKES CAPITAL MANAGEMENT, LLC

CRD 137522 · SEC 801-113264

AUM

$262M

Regulatory assets under management

Employees

432 client accounts

Services offered by TWIN LAKES CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TWIN LAKES CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Joon-Sang Cha offer?

John Joon-Sang Cha specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDWOOD SHORES, California for a consultation.

What are John Joon-Sang Cha's credentials?

John Joon-Sang Cha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joon-Sang Cha located?

John Joon-Sang Cha is based in REDWOOD SHORES, California, working with TWIN LAKES CAPITAL MANAGEMENT, LLC. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.

How does John Joon-Sang Cha charge for services?

John Joon-Sang Cha's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWIN LAKES CAPITAL MANAGEMENT, LLC?

TWIN LAKES CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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