Twin Focus Capital Partners Review

Trust Score 79%
Trust Score info_outline

Twin Focus Capital Partners, federally registered in 2006, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 20 advisors. Twin Focus Capital Partners manages $2.49 billion and provides investment advisory services for 78 clients (1:4 advisor/client ratio).

Twin Focus Capital Partners requires a $80,000,000 minimum investment and charges 0.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Communications sent to the firm’s website are secure and encrypted
  • Firm has a high advisor to client ratio, one licensed advisor for every 4 clients
  • Firm does not have an attorney conflict


  • Firm serves fewer than 1,000 clients
  • Firm has been federally registered for only 12 years
  • Custodian is unknown
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest

Managed Investing

Feature Value
Estimated Fees (Annual) $370,000 on a $80,000,000 portfolio
Annual Management Fee Notes None
Minimum Investment $80,000,000
Minimum Annual Fee $250,000
Average Account AUM $31,908,470
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $2.49 billion
Advisor / Client Ratio 1:4
Headquarters Boston, MA
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $50,000,000 0.50%
$50,000,001 to $100,000,000 0.40%
$100,000,001 to $200,000,000 0.25%
$200,000,001+ Negotiable

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