Twin Focus Capital Partners LLC
Legal Name: TWIN FOCUS CAPITAL PARTNERS, LLC
75 PARK PLAZA, SECOND FLOOR, BOSTON, MA
Full Contact Details
Twin Focus Capital Partners LLC
75 PARK PLAZA, SECOND FLOOR, BOSTON, MA
617-720-4500
617-275-8649
Other Info
Twin Focus Capital Partners LLC is legally known as TWIN FOCUS CAPITAL PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 30 employees, of which 20 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 23, 2006.
Direct Owners
-
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%
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 14, 2019
- 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