Twin Focus Capital Partners, LLC
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
FINTRXOverview
Twin Focus Capital Partners, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2006. The firm serves both individuals/families and institutional clients and acts as a capital allocator that selects outside managers in addition to managing discretionary portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, portfolio management for institutions and businesses, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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 17
Carlton Bradshaw
Associate DirectorCRD 6920807
Ona Vredenburg
Associate DirectorCRD 7474201
David Daglio
Global Investment StrategistCRD 7739901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 151Active vs passive
$959M in ETFs
97%
$926M
2%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $101M | 1,045,647 | 10.53% |
Location
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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