← Tributary

TWIN FOCUS CAPITAL PARTNERS, LLC

BOSTON, MA · CRD 140522 · IAPD ↗ · twinfocus.com · 617-720-4500

$4.58BRegulatory AUM
18Advisory reps
37Employees
3Clients
51-100Planning clients
6Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — TWIN FOCUS CAPITAL PARTNERS, LLC shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — TWIN FOCUS CAPITAL PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.