# Twin Focus Capital Partners, LLC > Twin Focus Capital Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026. - CRD: 140522 - Filed as: TWIN FOCUS CAPITAL PARTNERS, LLC - Also doing business as: TWINFOCUS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Boston, MA - Filing period: October 2026 - Form ADV filing dated: April 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140522 - AdvisorCensus page: https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522 ## Quick answers **How is Twin Focus Capital Partners, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Twin Focus Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Twin Focus Capital Partners, LLC located?** Twin Focus Capital Partners, LLC's principal office is in Boston, MA, according to its Form ADV. **Is Twin Focus Capital Partners, LLC registered with the SEC or a state?** Twin Focus Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140522. **How much does Twin Focus Capital Partners, LLC manage?** Twin Focus Capital Partners, LLC reports $4,584,699,376 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (76% discretionary). **How have Twin Focus Capital Partners, LLC's assets and staff changed since 2021?** In the Form ADV data for Twin Focus Capital Partners, LLC: Regulatory assets under management: $3,029,760,000 in the October 2021 data and $4,584,699,376 in the October 2026 data, up 51%. Total employees: 31 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Twin Focus Capital Partners, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (74); pooled investment vehicles (other than investment companies and business development companies) (6); other (2). **Which custodians does Twin Focus Capital Partners, LLC use?** Twin Focus Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets. **Does Twin Focus Capital Partners, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140522 **What changed in Twin Focus Capital Partners, LLC's recent Form ADV filings?** In the May 2026 filing data: Employees performing advisory functions went from 16 to 18. Regulatory assets under management went from $4,048,279,609 to $4,584,699,376 (+13%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) - Performance-based fees ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - National Financial Services LLC - Vanguard Marketing Corporation Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $4,584,699,376 - Discretionary: $3,500,126,947 - Non-discretionary: $1,084,572,429 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 1 | $617,424 | | High net worth individuals | 74 | $4,508,632,510 | | Pooled investment vehicles (other than investment companies and business development companies) | 6 | $55,275,198 | | Other | 2 | $20,174,244 | ### Advisory services (Item 5.G) - 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) ### Firm details - Registered since: 2006 (20 years) - Employees: 37 total, 18 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CO, FL, MA, NH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - twinfocus.com - twinfocusrealty.com - LinkedIn @tfrp - LinkedIn @twin-focus-capital-partners-llc - X @TwinFocusCap ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $3,029,760,000 | 31 | August 5, 2021 | | October 2022 | $3,443,575,867 | 37 | March 31, 2022 | | October 2023 | $3,008,921,376 | 35 | May 3, 2023 | | October 2024 | $3,585,714,962 | 37 | July 25, 2024 | | October 2025 | $4,048,279,609 | 37 | July 3, 2025 | | October 2026 | $4,584,699,376 | 37 | April 30, 2026 | Regulatory assets under management: $3,029,760,000 in the October 2021 data and $4,584,699,376 in the October 2026 data, up 51%. Total employees: 31 in October 2021 and 37 in October 2026. ## Changes in the filing (last 12 months) ### May 2026 - Employees performing advisory functions went from 16 to 18. - Regulatory assets under management went from $4,048,279,609 to $4,584,699,376 (+13%). ### January 2026 - No longer registered or notice-filed in NY. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Focus Capital Partners, LLC (CRD 140522): Form ADV filing data as of October 2026.