The TWIN FOCUS CAPITAL PARTNERS, LLC is a privately held investment adviser that advises $4.56Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. TWIN FOCUS CAPITAL PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.66% over the last 5-years.
The Group has been registered with the SEC for 20.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 75 PARK PLAZA, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 37 employees comprised of 18 investment and 19 non-investment staff. The total number of Employees increased by 19.35% over the last 5-years.
Their $4.56Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $4.51Bn or 98.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $55.28mn or 1.21% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and Multi Strat, representing 38.27%, 34.17% and 27.57% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TWIN FOCUS CAPITAL PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.