← Directory
TWIN FOCUS CAPITAL PARTNERS, LLC
CRD 140522File 801-66717
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 83 | 81 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.