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).

Current Firm Details
75 Park Plaza, Second Floor, Boston, MA 02116
https://www.linkedin.com/company/twin-focus-capital-partners-llc
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 11 - 16 of 16 top financial advisors.
11
Heather Canty, financial advisor Boston MA
Heather M. Canty
CRD#: 6738018
75 Park Plaza, Second Floor, Boston, MA 02116

Heather Canty (CRD# 6738018) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 6 years of experience in the finance industry.

12
Thomas Moore, financial advisor Boston MA
Thomas R. Moore
CRD#: 7072125
75 Park Plaza, Second Floor, Boston, MA 02116

Thomas Moore (CRD# 7072125) 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.

13
Forrestel Nugent, financial advisor Boston MA
Forrestel C. Nugent
CRD#: 6340712
75 Park Plaza, Second Floor, Boston, MA 02116

Forrestel Nugent (CRD# 6340712) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 4 years of experience in the finance industry.

14
Gregory Partyka, financial advisor Boston MA
Gregory J. Partyka
CRD#: 7426603
75 Park Plaza, Second Floor, Boston, MA 02116

Gregory Partyka (CRD# 7426603) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 2 years of experience in the finance industry.

15
Jonathan Pate, financial advisor Boston MA
Jonathan R. Pate
CRD#: 6871869
75 Park Plaza, Second Floor, Boston, MA 02116

Jonathan Pate (CRD# 6871869) 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.

16
Kalindi Russell, financial advisor Boston MA
Kalindi S. Russell
CRD#: 5344910
75 Park Plaza, Second Floor, Boston, MA 02116

Kalindi Russell (CRD# 5344910) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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