Catherine Theisen Fraga
Investment adviser representative at Twin Focus Capital Partners, LLC
8 yearsExperience
1 stateRegistered in
$4.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Twin Focus Capital Partners, LLCJan 2026 to now
- Breckinridge Capital Advisors, Inc.Jun 2014 to now
- Prio Wealth LPMar 2021 to Jun 2022
- Scholtz and Company, LLCMay 2019 to Mar 2021
- Colony GrillNov 2018 to May 2019
- UnemployedSep 2017 to May 2018
- Cape Ann Brewing CompanyMay 2017 to Nov 2018
- Serenity Restaurant GroupMay 2017 to Sep 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twin Focus Capital Partners, LLC
$4.6BAssets managed
83Clients
19Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7591231
- Firm CRD
- 140522