Twin Focus Capital Partners, LLC

Retirement Plan Advisor

Boston, MA

About Twin Focus Capital Partners, LLC

<p>Investment advisory and multi-family office work is the focus at Twin Focus Capital Partners, LLC, a registered investment advisor founded in 2006. Headquartered in Boston, the firm works with ultra-high-net-worth clients, including business owners, C-suite executives, professional investors, select institutions, and families managing generational wealth.</p> <p>From its Boston base in the Greater Boston metro area, Twin Focus Capital Partners, LLC provides investment management and family office services along with direct investments, real estate advisory, M&amp;A advisory, and responsible investing. The firm also offers 3(21) fiduciary services for retirement plans, supporting plan sponsors with investment recommendations while the sponsor retains final decision-making.</p> <p>As of 2026, the firm reports $7.9B in assets under management. A key differentiator is its combination of a multi-family office platform with retirement plan advisory work, which can be helpful for executives and business owners who want personal and plan-level guidance in one place.</p> <ul> <li>Registered investment advisor (RIA) and multi-family office</li> <li>Founded in 2006; headquartered in Boston, Massachusetts</li> <li>3(21) fiduciary investment advisor services for retirement plans</li> <li>Investment management, direct investments, and responsible investing</li> <li>Real estate and M&amp;A advisory support</li> </ul>

Website: https://twinfocus.com

Founded: 2006

Office Locations

  • Boston, MA (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $7.9B

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