Twin Focus Capital Partners LLC

Twin Focus Capital Partners, LLC is a Delaware-based Limited Liability Company that employs 30 people, out of which 20 are in advisory roles. While its client base remains undisclosed, the firm's SEC status is approved, with a registration date of May 23, 2006.

• JOHN PANTEKIDIS

  CHIEF INVESTMENT OFFICER, GENERAL COUNSEL owns less than 5%

• KENNETH WILLIAM COOPERMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PAUL KARGER

  MANAGING MEMBER owns more than 50% but less than 75%

• WESLEY KARGER

  MANAGING MEMBER owns more than 50% but less than 75%

• Aureus Asset Management LLC
• NCP Group LP
• Great Point Wealth Advisors LLC
• 55I LLC
• Westview Capital Management Company Inc
• Amundi Pioneer Institutional Asset Management Inc
• Claro Advisors LLC
• Union Park Capital Management LP
• Cambridge Associates LLC
• Shepherd Kaplan LLC

• Twin Focus Capital Partners' Q3 2022 vs. Q4 2022: A Comparative Analysis of Holdings

• VANGUARD INDEX FDS TOTAL STK MKT $28,403k
• ISHARES INC CORE MSCI EMKT $18,912k
• ISHARES TR CORE MSCI EAFE $14,175k
• SPDR GOLD TR GOLD $10,858k
• SPDR S&P 500 ETF TR TR UNIT $8,964k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $8,375k
• ISHARES GOLD TRUST ISHARES $8,149k
• ALPS ALERIAN MLP ETF $7,835k
• VANGUARD INTL EQUITY INDEX F $5,983k
• ISHARES TR S&P 500 GRWT ETF $5,716k