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Building 2TWIN FOCUS CAPITAL PARTNERS, LLC

Map pinBOSTON, MA
Phone617-720-4500
NotebookSEC #801-66717
Total AUM
$4.6B
Employees
37
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 PARK PLAZA
BOSTON
MA 02116
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-720-4500

ReceiptFinancials

Total AUM
$4.6B
Accounts
77
Discretionary
$3.5B
Accounts
75
Non-Discretionary
$1.1B
Accounts
2

ContactClients

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Individual Clients
1
AUM
$617.4K
HNW Individual Clients
74
AUM
$4.5B
Pooled Vehicle Clients
6
AUM
$55.3M
Other Clients
2
AUM
$20.2M
Description of Other Clients
INSTITUTIONAL

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMANHTX

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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