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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2006
- Office Locations
- 3
Office Locations
About Twin Focus Capital Partners, LLC
TwinFocus Capital Partners is a Boston-based, family-oriented advisory firm providing family office management and investment services, including direct investments, real estate and M&A advisory, and responsible investing. Founded by twin brothers, the team focuses on coordinating complex, multi-generational wealth and consolidating disparate assets into a unified plan.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL N KARGER
Managing Member, Partner
- CRD
- #4050267
- Ownership
- 25% but less than 50%
WESLEY KARGER
Managing Member, Partner
- CRD
- #4708437
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Carlton Winthrop Bradshaw IV
Associate Director
- CRD
- #6920807
Catherine Theisen Clough
Senior Associate
- CRD
- #7591231
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,126,947 | $46,668,359 |
| Non-Discretionary | $1,084,572,429 | $542,286,215 |
| Total | $4,584,699,376 | $59,541,550 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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