← Back to searchVisit website
TWIN FOCUS CAPITAL PARTNERS, LLC
CRD 140522 · SEC 801-66717
75 PARK PLAZA, BOSTON, MA, 02116, United States
Phone
617-720-4500
Fax
617-275-8649
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.58B
Discretionary AUM
$3.50B
Team
37 total employees; 18 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $617K |
| High net worth individuals | 74 | $4.51B |
| Pooled investment vehicles | 6 | $55.3M |
States served
CO, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD