SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Twin Focus Capital Partners, LLC
Boston, MA
CRD 140522
Firm filing updated April 30, 2026 ·
- $4.6BAssets
- 83Clients
- 18Advisory staff
- 77Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals74
- Pooled vehicles6
- Individuals1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1 | $617,424 |
| High net worth individuals | 74 | $4.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $55.3 million |
| Other: "INSTITUTIONAL" | 2 | $20.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$4.6 billion
- Accounts77
- Discretionary$3.5 billion · 75 accounts
- Non-discretionary$1.1 billion · 2 accounts
People
- Employees37
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
12 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 140522, SEC file 801-66717.
- Registered with the SEC as an investment advisor (status date on record: May 23, 2006).
Is Twin Focus Capital Partners, LLC a fiduciary?
Short answer: Twin Focus Capital Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.