TWIN FOCUS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2006
Total AUM
$4.6B
Discretionary
$3.5B
76% of AUM
Avg account
$59.5M
Accounts
77
Employees
37
Advisory reps
19

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
140522
Registered since
May 23, 2006
Website
twinfocus.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI98.34%
  • Pooled Investment Vehicles1.21%
  • Other0.44%
  • Individuals0.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Twin Focus Capital Partners, LLC is an independent registered investment adviser formed in 2006 and organized as an LLC. The firm serves both high-net-worth individuals and families as well as institutional clients, and describes itself as a capital allocator that also selects other managers. Its advisory services include financial planning, separate account portfolio management for individuals and institutions, oversight of pooled investment vehicles, and selection-of-advisers work. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 19%, Private Funds 18%, Cash & Cash Equivalents 10%, State & Local Bonds 7%, US Government Bonds 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities19%
  • Private Funds18%
  • Cash & Cash Equivalents10%
  • State & Local Bonds7%

Owners & executives

1 of 1

  • JONATHAN PERRY

    Managing Director, Chief Financial OfficerCRD 6927112

Contacts

3 of 18

  • Carlton Bradshaw

    Associate DirectorCRD 6920807

  • Ona Vredenburg

    Associate DirectorCRD 7474201

  • DAVID DAGLIO

    Global Investment StrategistCRD 7739901

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 149

Active vs passive

$854M in ETFs

Passive

96%

$819M

Active

2%

$35M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$102M1,161,57612.00%
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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
75 Park Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth