Twin Capital Management Inc
- Regulatory AUM
- $838M
- Discretionary
- $824M
- Clients
- 62
- Avg AUM / client
- $13.5M
- Accounts
- 65
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 35 | $110M | 13.2% |
| Pension and profit sharing plans | 10 | $321M | 38.3% |
| Charitable organizations | 5 | $60.3M | 7.2% |
| State or municipal government entities | 12 | $342M | 40.9% |
| Corporations and other businesses | Fewer than 5 clients | $3.8M | 0.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Building Trades Pension Plan Of Western Pennsylvania Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 2024 | |
| Cleveland Bakers And Teamsters Pension Fund Joint Bot Cleveland Bakers And Teamsters Pension Fund | 2024 | |
| Bricklayers Pension Plan Of Western Pa Bricklayers Pension Fund Trustees | 2024 | |
| Western Pennsylvania Teamsters And Employers Pension Fund W Pa Teamsters & Employers Pension | 2024 | |
| Teamsters Local 211 Pension Fund Jt Bd Of Admin Teamsters Local 211 Pension Fund | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerber, Geoffrey | President/Cio | Apr 1990 (36y) | 75% or more | |
| Drake, James, Dorr | Chief Financial Officer/Chief Compliance Officer | Sep 1998 (28y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Building Trades Pension Plan Of Western Pennsylvania | Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 1,235 | $115M | 01/01/2024 |
| Cleveland Bakers And Teamsters Pension Fund | Joint Bot Cleveland Bakers And Teamsters Pension Fund | 2,011 | $350M | 01/01/2024 |
| Bricklayers Pension Plan Of Western Pa | Bricklayers Pension Fund Trustees | 253 | $54.6M | 01/01/2024 |
| Western Pennsylvania Teamsters And Employers Pension Fund | W Pa Teamsters & Employers Pension | 3,616 | $1.6B | 01/01/2024 |
| Teamsters Local 211 Pension Fund | Jt Bd Of Admin Teamsters Local 211 Pension Fund | 0 | $54.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Royal Bank Of Canada $209M (22% of AUM) Mar 2025
- Huntington National Bank $202M (11% of AUM) Mar 2019
- BNY Mellon $202M (24% of AUM) Mar 2026
- Pnc Bank $182M (22% of AUM) Mar 2026
- U.S. Bank $150M (18% of AUM) Mar 2026
- State Street $96.1M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗