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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 3, 2025 and April 30, 2026, reported AUM increased 13.3%, from $4.0B to $4.6B.
Across 5 reported observations, AUM increased 33.1% between March 31, 2022 and April 30, 2026, from $3.4B to $4.6B.
Of the latest reported AUM, 76.3% is discretionary and 23.7% is non-discretionary.
The firm reports 18 advisory representatives and 86 clients, or 4.8 clients per representative. That equates to $53.3M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Twin Focus Capital Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Twin Focus Capital Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Twin Focus Capital Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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