Twin Focus Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 30, 2026, reports $4.6B in regulatory assets under management, 37 employees, and 77 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.2% of total clients.
Top client categories% of clientsClients
1
HNWI
89.2%
74
2
Pooled Investment Vehicles
7.2%
6
3
INSTITUTIONAL
2.4%
2
4
Individuals
1.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of April 30, 2026
Discretionary76.3%
$3.5B
76% of total RAUM76.3%
Non-discretionary23.7%
$1.1B
24% of total RAUM23.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts77
10Y AUM Change+$2.6B (+126.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee2:1
10Y Employee Change+12 (+48.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.