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TWIN FOCUS CAPITAL PARTNERS, LLC
CRD 140522File 801-66717
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.58B
Top 25% of cohort (national)
Discretionary AUM
$3.50B
Non-discretionary $1.08B
Clients
81
77 accounts
Employees
37
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 23, 2006
- Principal office
- 75 PARK PLAZA, BOSTON, MA, 02116
- Phone
- 617-720-4500
- Website
- HTTP://WWW.TWINFOCUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.58B
- Discretionary AUM
- $3.50B
- Non-discretionary AUM
- $1.08B
- Discretionary accounts
- 75
- Non-discretionary accounts
- 2
- Total accounts
- 77
- AUM per client
- $56.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $4.51B |
| Pooled investment vehicles | 6 | $55.3M |
| Individuals (other than high net worth individuals) | 1 | $617K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 83 | 81 | decreased by2 |
| May 1, 2026 | Clients | 77 | 83 | increased by6 |
| May 1, 2026 | AUM | $4,048,279,609 | $4,584,699,376 | increased by$536,419,767 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 82 | 77 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,443,575,867 | $4,048,279,609 | increased by$604,703,742 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 77 | decreased by47 |
| Apr 1, 2022 | Employees | 31 | 37 | increased by6 |
| Apr 1, 2022 | Clients | 78 | 82 | increased by4 |
| Apr 1, 2022 | AUM | $3,029,760,000 | $3,443,575,867 | increased by$413,815,867 |
| Apr 1, 2022 | Accounts | 117 | 124 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TWIN FOCUS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TWIN FOCUS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.