OAKTOP CAPITAL MANAGEMENT II, L.P.

CHATHAM, NJ Investment Advisor Hedge Fund How do I update this listing?

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Oaktop Capital Management II is based out of Chatham. Oaktop Capital Management II is a hedge fund with 2 clients and discretionary assets under management (AUM) of $582,137,429 (Form ADV from 2021-03-30). Their last reported 13F filing for Q3 2021 included $721,767,000 in managed 13F securities and a top 10 holdings concentration of 92.67%. Oaktop Capital Management II's largest holding is Lam Research Corp. with shares held of 285,246. Oaktop Capital Management II has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 40 13F filings, and 15 13G filings

Download 13F Summary Create Alert

09/30/2021

13F Activity

  • Market Value $721.767 Million
  • Prior Market Value $698.618 Million
  • New Purchases3 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 92.67 %
  • Turnover % [1]:22.22%
  • Turnover Alt % [2]: 10.84 %
  • Time Held Top20:18.78 quarters
  • Time Held Top10:16.70 quarters
  • Time Held All:19.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: 8.48%
Performance Last 4 Quarters: 44.84%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TWIN OAKS PARTNERS
Classified as Hedge Fund
ONE MAIN STREET, SUITE 202
CHATHAM NJ    07928-2426
Country: United States

Business Phone: 973-635-3854
Fax: 973-701-1780
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 582,137,000
Total Number of Clients: 2
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL AND OWNER/LIMITED PARTNER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL AND OWNER/LIMITED PARTNER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
GARCIA, BRIDGET, PASTORELLE CHIEF COMPLIANCE OFFICER 02/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
DEMOCRACY INVESTMENTS LLC CHIEF COMPLIANCE OFFICER direct 2020-12-01
MORIARTY, ROBERT, FRANCIS PRINCIPAL AND OWNER/LIMITED PARTNER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL AND OWNER/LIMITED PARTNER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
GARCIA, BRIDGET, PASTORELLE CHIEF COMPLIANCE OFFICER 02/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
DEMOCRACY INVESTMENTS LLC CHIEF COMPLIANCE OFFICER direct 2020-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 296,476,362 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 285,661,067 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 216,166,202 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 203,373,152 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2019-12-23
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
HAAS, JAY, WILSON CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-11-01
LARSON FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
EVERMORE GLOBAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
SUMMER HILL CAPITAL PARTNERS, LLC CCO direct 2015-03-01
OAKTOP CAPITAL MANAGEMENT II, L.P. CHIEF COMPLIANCE OFFICER direct 2015-10-01
GRIFFIN CAPITAL ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
GRIFFIN CAPITAL BDC ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FCG WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
CCV LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MOERUS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
GRIFFIN CAPITAL CREDIT ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 186,592,244 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 207,216,477 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2019-04-26
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
HAAS, JAY, WILSON CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-11-01
LARSON FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
EVERMORE GLOBAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
SUMMER HILL CAPITAL PARTNERS, LLC CCO direct 2015-03-01
OAKTOP CAPITAL MANAGEMENT II, L.P. CHIEF COMPLIANCE OFFICER direct 2015-10-01
GRIFFIN CAPITAL ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
GRIFFIN CAPITAL BDC ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FCG WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
CCV LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MOERUS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
GRIFFIN CAPITAL CREDIT ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 186,592,244 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 207,216,477 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
HAAS, JAY, WILSON CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-11-01
LARSON FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
EVERMORE GLOBAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
SUMMER HILL CAPITAL PARTNERS, LLC CCO direct 2015-03-01
OAKTOP CAPITAL MANAGEMENT II, L.P. CHIEF COMPLIANCE OFFICER direct 2015-10-01
GRIFFIN CAPITAL ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
GRIFFIN CAPITAL BDC ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FCG WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
CCV LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MOERUS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
GRIFFIN CAPITAL CREDIT ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 186,592,244 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 207,216,477 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2018-10-16
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
HAAS, JAY, WILSON CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-06-01
FERRIS, BAKER WATTS INCORPORATED DIRECTOR OF COMPLIANCE, CCO direct 2004-11-01
LARSON FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
EVERMORE GLOBAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
SUMMER HILL CAPITAL PARTNERS, LLC CCO direct 2015-03-01
OAKTOP CAPITAL MANAGEMENT II, L.P. CHIEF COMPLIANCE OFFICER direct 2015-10-01
GRIFFIN CAPITAL ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
GRIFFIN CAPITAL BDC ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FCG WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
CCV LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MOERUS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
GRIFFIN CAPITAL CREDIT ADVISOR, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 276,360,450 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 288,195,687 500,000

OAKTOP CAPITAL MANAGEMENT II, L.P.

ownership team - last updated 2017-12-22
Name Title Start Date Direct/Indirect % Ownership
MORIARTY, ROBERT, FRANCIS PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2000-01-01
TWIN OAKS PARTNERS GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 2000-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-03-01
MORIARTY, TIMOTHY, EDMOND PRINCIPAL 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TWIN OAKS PARTNERS GENERAL PARTNER direct 2004-01-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. LIMITED PARTNER PRINCIPAL direct 2010-02-01
OAKTOP CAPITAL MANAGEMENT II, L.P. PRINCIPAL direct 2012-03-01
OAKTOP CAPITAL MANAGEMENT I, LLC GENERAL PARTNER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKTOP CAPITAL MANAGEMENT II, L.P. GENERAL PARTNER direct 2010-02-01
SILVA, EMILY, K CHIEF COMPLIANCE OFFICER 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PNMAC CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
FOLIOMETRIX, LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
VII PEAKS CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2014-08-01
SONEN CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2014-05-01
CINQUE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
STAR ASIA MANAGEMENT LTD CCO direct 2016-05-01
ARCADIA FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2015-07-01
CATHAY CAPITAL NA, LLC CHIEF COMPLIANCE OFFICER direct 2015-07-01
GREYSTONE BRIDGE LENDING FUND MANAGER LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWIN OAKS QP, L.P. United States 805-1562236761 Hedge Fund 250,544,604 500,000
TWIN OAKS, L.P. United States 805-7777939984 Hedge Fund 255,863,701 500,000

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