Twin Focus Capital Partners, LLC

Twin Focus Capital Partners, LLC (CRD# 140522) is a financial advisory firm headquartered in Boston, MA. They manage $3,585,714,962 in 71 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,586
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $50,503,028
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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 advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, NH, NY, TX

Financial Advisors at Twin Focus Capital Partners, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Meghan M. Daily
CRD#: 5100125
75 Park Plaza, Second Floor, Boston, MA 02116

Meghan Daily (CRD# 5100125) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 10 years of experience in the finance industry.

2
Michael Gibbons
CRD#: 6495559
75 Park Plaza, Second Floor, Boston, MA 02116

Michael Gibbons (CRD# 6495559) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 8 years of experience in the finance industry.

3
Peter J. Gnall
CRD#: 4719924
75 Park Plaza, Second Floor, Boston, MA 02116

Peter Gnall (CRD# 4719924) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 20 years of experience in the finance industry.

4
Laurence J. Grosbaum
CRD#: 5808130
75 Park Plaza, Second Floor, Boston, MA 02116

Laurence Grosbaum (CRD# 5808130) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Jeffrey C. Heisler
CRD#: 5724539
75 Park Plaza, Second Floor, Boston, MA 02116

Jeffrey Heisler (CRD# 5724539) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Paul Karger
CRD#: 4050267
Sixty State Street, Boston, MA 02109

Paul Karger (CRD# 4050267) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 24 years of experience in the finance industry.

7
Wesley Karger
CRD#: 4708437
Sixty State Street, Boston, MA 02109

Wesley Karger (CRD# 4708437) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 20 years of experience in the finance industry.

8
John Pantekidis
CRD#: 4733045
75 Park Plaza, Second Floor, Boston, MA 02116

John Pantekidis (CRD# 4733045) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 20 years of experience in the finance industry.

9
Josette Beatrice
CRD#: 7632185
75 Park Plaza, Second Floor, Boston, MA 02116

Josette Beatrice (CRD# 7632185) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

10
Carlton W. Bradshaw
CRD#: 6920807
75 Park Plaza, Second Floor, Boston, MA 02116

Carlton Bradshaw (CRD# 6920807) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 5 years of experience in the finance industry.

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