DFX Intelligence

Data Factory

Twinbeech Capital LP

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:7dc5cafb-02f8-48b6-8cc4-504843d02518

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

TWINBEECH CAPITAL LP

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Greg Rosman	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ Greg RosmanPersonChief Compliance Officer
factForm 13F

Related to (1)

← WU and Yan Family FoundationFoundationIn care of
inferenceForm 990-PF

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Twinbeech Capital LP named as in-care-of on WU and Yan Family Foundation ($13,139,953 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Twinbeech Capital LP: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 298583, RIA) with no family office signal on its own filing: a fund manager by Item 5.D, not an office)
Occurred
May 15, 2026
Twinbeech Capital LP reported $965,304,329 across 536 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Kimberly-Clark Corp (was $2,196,274, 21,769 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited KBR Inc (was $5,105,963, 127,014 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Johnson & Johnson (was $2,644,200, 12,777 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Insmed Inc (was $7,659,326, 44,009 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited IES Hldgs Inc (was $4,395,926, 11,300 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Healthpeak Properties Inc (was $3,138,816, 195,200 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Goodyear Tire & Rubr Co (was $2,187,372, 249,700 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Generac Hldgs Inc (was $6,511,668, 47,750 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Galaxy Digital Inc. (was $4,220,852, 188,768 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited GEO Group Inc New (was $2,319,861, 143,912 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Fluor Corp New (was $2,722,581, 68,700 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Five Below Inc (was $2,204,942, 11,706 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited First Finl Bankshares Inc (was $2,923,676, 97,880 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited FMC Corp (was $2,759,423, 198,949 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Exxon Mobil Corp (was $2,149,633, 17,863 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Extreme Networks (was $2,166,282, 130,107 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Everus Constr Group (was $3,539,874, 41,373 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Encompass Health Corp (was $7,392,651, 69,650 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Elanco Animal Health Inc (was $6,347,715, 280,500 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited EOG Res Inc (was $15,504,937, 147,652 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Dynatrace Inc (was $13,516,662, 311,875 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Doximity Inc (was $5,133,690, 115,937 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited DOW Inc (was $4,649,698, 198,875 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Dorman Prods Inc (was $2,143,506, 17,400 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Dominos Pizza Inc (was $7,302,270, 17,519 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited DTE Energy Co (was $11,673,077, 90,503 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Crown Castle Inc (was $3,928,054, 44,200 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Coupang Inc (was $7,906,943, 335,182 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Corning Inc (was $2,479,524, 28,318 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Commerce Bancshares Inc (was $4,525,840, 86,470 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Comfort Sys USA Inc (was $2,369,623, 2,539 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Coherent Corp (was $9,759,692, 52,878 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Coca Cola Cons Inc (was $5,181,540, 33,800 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Charter Communications Inc N (was $2,390,396, 11,451 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Caterpillar Inc (was $5,685,735, 9,925 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited Cadence Design System Inc (was $2,685,375, 8,591 shares)
Occurred
Mar 31, 2026
Twinbeech Capital LP exited CVR Energy Inc (was $2,674,456, 105,128 shares)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F) · as of 2026-05-15

Greg Rosman
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:7dc5cafb-02f8-48b6-8cc4-504843d02518
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Twinbeech Capital LP

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:7dc5cafb-02f8-48b6-8cc4-504843d02518

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Greg Rosman

Chief Compliance Officer

operations

unknown

n/a

yes

fact