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Twin Focus Capital Partners, LLC
Twin Focus Capital Partners, LLC is a family office and investment advisory boutique headquartered in Boston, Massachusetts, founded in 2006 by Paul and Wesley Karger. The firm provides comprehensive, global financial services and investment advice primarily to high-net-worth and ultra-high-net-worth individuals, families, and their related family entities. TwinFocus also offers specialized consulting for select institutions and corporations and currently employs approximately 37 professionals.
Investment Strategy
TwinFocus delivers customized investment advisory and family office services, aiming to provide high-quality, objective advice free from the typical conflicts of interest in financial services. The firm employs a comprehensive asset allocation approach using manager and strategy selection processes, supports clients with legal investment documentation, reviews fund structures, negotiates terms for direct and alternative investments, and monitors, rebalances, and reports results. It also consults for institutional pools such as profit sharing and retirement plans, and advises private funds on multi-generational planning, with each strategy tailored to the unique goals and objectives of the client.
Latest 13F Filing Activity
Twin Focus Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 165 equity positions with a total 13F market value of $714M. The fund increased holdings in Klaviyo Inc., Ishares Gold TR, Ishares TR among other positions. Twin Focus Capital Partners, LLC reduced exposure to Ishares TR, Vanguard World FD, Vanguard Index FDS among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 11.17% | $79.8M | 955,580 | $68.26 | $83.48 | +$11.3M |
V VTI | VANGUARD INDEX FDS | 9.80% | $70.0M | 230,270 | $178.08 | $303.93 | +$6.3M |
I IAU | ISHARES GOLD TR | 8.66% | $61.8M | 991,700 | $42.94 | $62.36 | +$12.8M |
D DELL | DELL TECHNOLOGIES INC | 3.91% | $28.0M | 228,000 | $73.13 | $122.60 | +$7.2M |
S SPYG | SPDR SERIES TRUST | 3.13% | $22.4M | 234,498 | $61.74 | $95.32 | +$2.9M |
Industry Allocation
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