Twin Focus Capital Partners LLC

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Twin Focus Capital Partners LLC ✚
CRD #	140522
SEC #	801-66717
CIK #	0001387761
AUM	4,584.7 M (2026-04-30)
Employees	37 (49% Investors, 0% Brokers)
Phone	617-720-4500
Address	75 Park Plaza Boston, MA 02116
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	iShares Comex Gold Trust	102.4
	Denali Holding Inc	37.0
	SPDR Gold Trust	29.1
	Moderna Inc	9.4
	Cullinan Oncology Inc	8.5
	Klaviyo Inc	7.1

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
Other	TFRP QOF Columbus-Raleigh 2022 LLC	2024-03-28		21.2 M
Other	TFRP QOF Karlota 2021 LLC	2022-03-31		11.2 M
Other	TF Special Opportunities - PPR LLC	[2022-03-31]	17.7 M	3.7 M
	Offered $17,700,000 · Filed 2016-01-27 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose
Other	TF Special Opportunities - PPR Series III LLC	[2022-03-31]	1.6 M	4.3 M
	Offered $1,622,000 · Filed 2020-06-30 (D) · Exemption 506(b) · Minimum $2,000 · Duration One year or less · Revenue Decline to Disclose
Other	TF Special Opportunities - PPR Series II LLC	[2022-03-31]	9.2 M	7.3 M
	Offered $11,000,000 · Filed 2017-10-03 (D) · Exemption 506(b) · Minimum $42,000 · Remaining $1,843,000 · Duration One year or less · Revenue Decline to Disclose
Other	TFRP QOF Aria 2019 LLC	[2021-03-31]	8.0 M	6.8 M
	Offered $8,000,000 · Filed 2021-06-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(6), 3(c)(7) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose
RE	TFRP Savannah 2020 LLC	[2021-03-31]	23.6 M	12.1 M
	Offered $27,000,000 · Filed 2020-12-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $3,350,000 · Duration One year or less · Revenue Decline to Disclose
Other	TF Special Opportunities - Salvera LLC	[2021-03-31]	11.1 M	11.9 M
	Offered $13,000,000 · Filed 2016-08-11 (D) · Exemption 506(b) · Minimum $30,000 · Remaining $1,870,000 · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	1	0.0
(b) Individuals (high net worth individuals)	74	4.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	6	0.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	2	0.0
Total	77	4.6
By Discretionary
Discretionary	75	3.5
Non-Discretionary	2	1.1
Total	77	4.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		4.6
Total	77	4.6

Form D Directors	Role	# Filings	# Firms
Paul Karger	Director, Executive Officer	43	2
Wesley Karger	Director, Executive Officer	38	2
TF Realty Partners LLC	Executive Officer	28	2
William Ward	Executive Officer	17	2
John Pantekidis	Director, Executive Officer	14	2
TF Realty Partners LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001387761]

Firm Profile (Form ADV)
Discretionary AUM	$0.6B
Clients	3 (4 non-US)
Serves	Institutional, Retail
Fund Types	Real Estate

Comparable Firms	State	AUM
ORG Portfolio Management LLC ✚	OH	6,380.3 M
Hamilton Capital LLC ✚	OH	4,937.4 M
TRB Wealth Management LLC ✚	TX	3,738.8 M
Sit Investment Associates Inc ✚	MN	3,543.1 M
Colter Lewis Investment Partners LLC ✚	CT	3,411.6 M
IFC Advisors LLC ✚	CA	2,344.2 M
OREI Advisors LP ✚	TX	2,181.1 M
Condor Capital Management ✚	NJ	2,179.7 M
Roundview Capital LLC ✚	NJ	2,126.4 M
HCR Wealth Advisors ✚	CA	1,958.1 M

Twin Focus Capital Partners LLC

Assets, Funds, Holdings