RIA Intel›Advisers›Massachusetts›TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC

Advisory

N·BOSTON, MA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$4.6B

1-Year AUM Growth

+19.2%

3-Year CAGR

+5.8%

Employees

18

Assets Under Management

Total AUM$4.6B

Discretionary AUM$3.5B

Non-Discretionary AUM$1.1B

Discretionary %76.3%

Total Clients77

Team

Total Employees18

Investment Advisers37

Employee Growth (1Y)-9.1%

Filing History

Total Filings on Record55

First FilingMay 2, 2006

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TWIN FOCUS CAPITAL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.