Twin Focus Capital Partners, Llc
- Regulatory AUM
- $4.6B
- Discretionary
- $3.5B
- Clients
- 83
- Avg AUM / client
- $55.2M
- Accounts
- 77
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $617K | 0.01% |
| High net worth individuals | 74 | $4.5B | 98.3% |
| Pooled investment vehicles (non-investment companies) | 6 | $55.3M | 1.21% |
| Other | 2 | $20.2M | 0.44% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $47.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tfrp Qof Columbus Raleigh 2022, Llc | Other Private Fund | Delaware | $23.3M | 16 |
| Tfrp Qof Aria 2019, Llc | Other Private Fund | Delaware | $7.8M | 15 |
| Tfrp Savannah 2020, Llc | Other Private Fund | Delaware | $7.0M | 19 |
| Tf Special Opportunities Ppr Series Ii, Llc | Other Private Fund | Delaware | $5.1M | 17 |
| Tf Special Opportunities Ppr Series Iii, Llc | Other Private Fund | Delaware | $2.4M | 14 |
| Tf Special Opportunities Ppr, Llc | Other Private Fund | Delaware | $2.1M | 21 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul N Karger | Managing Member | CFA | Jun 2006 (20y) | 25% – 50% |
| Wesley Karger | Managing Member | CFA | Jun 2006 (20y) | 25% – 50% |
| John Pantekidis | General Counsel | CFA | Jan 2007 (20y) | 10% – 25% |
| Laurence John Solomon Grosbaum | Managing Director, Portfolio Management | CFA | Jun 2010 (16y) | Less than 5% |
| Perry, Jonathan, Thomas | Chief Financial Officer, Managing Director, Hr & Business Operations | Dec 2020 (6y) | Less than 5% | |
| Gardner, Elizabeth, Colleen | Managing Director, Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Daglio, David, Angelo | Chief Investment Officer & Global Investment Strategist | Oct 2023 (3y) | Less than 5% | |
| Jeffrey Charles Heisler | Registered representative | CFA | Mar 2014 (12y) | |
| Michael Gibbons | Registered representative | CFP | Sep 2015 (11y) | |
| Carlton Winthrop Bradshaw | Registered representative | Dec 2023 (3y) | ||
| Jonathan Robert Pate | Registered representative | Jan 2024 (3y) | ||
| Brett S Feldman | Registered representative | Jun 2024 (2y) | ||
| Ona R Vredenburg | Registered representative | CFP | May 2025 (1y) | |
| Paul A Thompson | Registered representative | Oct 2025 (1y) | ||
| Andreas Joseph Migliaccio | Registered representative | CFA | Nov 2025 (1y) | |
| Catherine Theisen Clough | Registered representative | Jan 2026 (1y) | ||
| Wendy Karkoska | Registered representative | CFP | Jan 2026 (1y) | |
| Joshua Kazlauskas | Registered representative | CFA | Jan 2026 (1y) | |
| Matthew Stefan Marsallo | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $47.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tfrp Qof Columbus Raleigh 2022, Llc | Other Private Fund | $23.3M | $100K | 16 |
| Tfrp Qof Aria 2019, Llc | Other Private Fund | $7.8M | $100K | 15 |
| Tfrp Savannah 2020, Llc | Other Private Fund | $7.0M | $100K | 19 |
| Tf Special Opportunities Ppr Series Ii, Llc | Other Private Fund | $5.1M | $100K | 17 |
| Tf Special Opportunities Ppr Series Iii, Llc | Other Private Fund | $2.4M | $100K | 14 |
| Tf Special Opportunities Ppr, Llc | Other Private Fund | $2.1M | $100K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 2.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (40% of AUM) Apr 2026
- National Financial Services (Fidelity) $1.3B (27% of AUM) Apr 2026
- Vanguard Marketing Corporation $334M (7% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗