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| Happy Holidays!! thanks for using AUM13F!! |
| Twin Focus Capital Partners LLC
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| CRD # | 140522 |
| SEC # | 801-66717 |
| CIK # | 0001387761 |
| AUM | $4.0 B (2025-07-03) |
| Employees | 37 (43% Investors, 0% Brokers) |
| Phone | 617-720-4500 |
| Address | 75 Park Plaza Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 61.8 | ||
| Denali Holding Inc | 28.0 | ||
| SPDR Gold Trust | 21.0 | ||
| Klaviyo Inc | 14.3 | ||
| Apple Inc | 6.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | TFRP QOF Columbus-Raleigh 2022 LLC | 2024-03-28 | 22.7 | |
| Other | TFRP QOF Karlota 2021 LLC | 2022-03-31 | 11.2 | |
| Other | TF Special Opportunities - PPR LLC | [2022-03-31] | 17.7 | 2.5 |
| Other | TF Special Opportunities - PPR Series III LLC | [2022-03-31] | 1.6 | 3.3 |
| Other | TF Special Opportunities - PPR Series II LLC | [2022-03-31] | 9.2 | 6.0 |
| Other | TFRP QOF Aria 2019 LLC | [2021-03-31] | 8.0 | 6.8 |
| Other | TFRP Savannah 2020 LLC | [2021-03-31] | 23.6 | 10.1 |
| Other | TF Special Opportunities - Salvera LLC | [2021-03-31] | 11.1 | 11.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 4.0 |
| (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 | 4.0 |
| By Discretionary | ||
| Discretionary | 75 | 2.9 |
| Non-Discretionary | 2 | 1.2 |
| Total | 77 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 77 | 4.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Karger | 43 | ||
| Wesley Karger | 38 | ||
| TF Realty Partners LLC | 28 | ||
| William Ward | 17 | ||
| John Pantekidis | 14 | ||
| Tf Realty Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387761] |
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|---|---|---|
|
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✚
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NJ | 1.9 |
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West Coast Financial LLC
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CA | 1.8 |
|
OREI Advisors LP
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TX | 1.7 |
|
Bulltick Wealth Management LLC
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FL | 1.7 |