Twin Focus Capital Partners is a fund manager in Boston with $3.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
205022212
SEC advisor number
801-66717
FINRA CRD number
140522
AUM ?
$3.01 bn
(as of 3 May 23)
Accounts
75
(as of 3 May 23)
Employees
35
(22 investment advisory or research)
Address
Twin Focus Capital Partners
SEVENTY-FIVE PARK PLAZA
BOSTON
MA 02116
SEVENTY-FIVE PARK PLAZA
BOSTON
MA 02116
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
617-720-4500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Karger, Paul | Managing Member, Chief Compliance Officer | 06/2006 | 25-50% |
Karger, Wesley | Managing Member | 06/2006 | 25-50% |
Pantekidis, John | Chief Investment Officer, General Counsel | 09/2014 | 10-25% |
Perry, Jonathan, Thomas | Chief Financial Officer, Managing Director, HR & Business Operations | 12/2020 | < 5% |
Gardner, Elizabeth, Colleen | Managing Director Compliance | 11/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Twin Focus Capital Partners, LLC | $3.01 bn | |
TF Special Opportunities - PPR Series II, LLC | $5.15 mm | Other Private Fund |
TF Special Opportunities - PPR Series III, LLC | $2.47 mm | Other Private Fund |
TF Special Opportunities - PPR, LLC | $2.15 mm | Other Private Fund |
TF Special Opportunities - Salvera, LLC | $11.93 mm | Other Private Fund |
TFRP Qof Aria 2019, LLC | $3.87 mm | Other Private Fund |
TFRP Savannah 2020, LLC | $5.89 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Mar 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22