# TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 140522
- Type: SEC-registered investment adviser
- SEC file number: 801-66717
- Location: 75 PARK PLAZA, BOSTON, MA, 02116
- Phone: 617-720-4500
- Latest filing: 2026-04-30
- Regulatory AUM: $4.6B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $1.1B
- Clients: 37
- Accounts: 77

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Paul Karger | MANAGING MEMBER | BOSTON, MA |
| Wesley Karger | MANAGING MEMBER | BOSTON, MA |
| John Pantekidis | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; GENERAL COUNSEL | Boston, MA |
| Elizabeth Colleen Gardner | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| Jonathan Thomas Perry | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR, HR & BUSINESS OPERATIONS | — |
| David Angelo Daglio | CHIEF INVESTMENT OFFICER & GLOBAL INVESTMENT STRATEGIST; GLOBAL INVESTMENT STRATEGIST | — |
| Laurence John Solomon Grosbaum | MANAGING DIRECTOR, PORTFOLIO MANAGEMENT | — |
| COOPERMAN KENNETH WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| KARGER WESLEY NMN | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| KARGER PAUL | MANAGING MEMBER; MANAGING MEMBER, CCO; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LEHMAN BETH | MANAGING DIRECTOR, LEGAL AND COMPLIANCE | — |
| KARGER WESLEY | MANAGING MEMBER | — |
| PANTEKIDIS JOHN | CHIEF INVESTMENT OFFICER, GENERAL COUNSEL; CHIEF LEGAL OFFICER; GENERAL COUNSEL | — |
| PETRY ROBERT MICHAEL | CCO | — |
| PERRY JONATHAN THOMAS | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR, HR & BUSINESS OPERATIONS | — |
| GARDNER ELIZABETH COLLEEN | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR COMPLIANCE | — |
| DAGLIO DAVID Angelo | CHIEF INVESTMENT OFFICER & GLOBAL INVESTMENT STRATEGIST | — |
| GROSBAUM LAURENCE JOHN SOLOMON | MANAGING DIRECTOR, PORTFOLIO MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140522/similar
- Related entities: https://search.stillhousedata.com/firm/140522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140522

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.