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Twin Focus Capital Partners, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard Total Stock Market Index Fund $13,466,000
SPDR Gold Shares $8,147,000
iShares Gold Trust $5,016,000
SPDR S&P 500 ETF Trust $4,369,000
iShares Core MSCI Emerging Markets ETF $4,052,000
Vanguard Dividend Appreciation Index Fund $3,419,000
iShares MSCI EAFE ETF $2,359,000
SPDR S&P Oil & Gas Exploration & Production ETF $2,158,000
iShares Core S&P Mid-Cap ETF $1,930,000
iShares Core US Aggregate Bond ETF $1,763,000
iShares Core S&P 500 ETF $1,713,000
iShares Core MSCI EAFE ETF $1,701,000
SPDR S&P Emerging Markets Small Cap ETF $1,668,000
Vanguard FTSE All-World ex US Index Fund $1,666,000
iShares Russell 2000 ETF $1,663,000
iShares Morningstar Large-Cap Growth ETF $1,599,000
Vanguard Emerging Markets Stock Index Fund $1,468,000
iShares S&P 500 Growth ETF $1,425,000
SPDR S&P China ETF $1,396,000
iShares Russell 3000 ETF $1,370,000
SPDR S&P Dividend ETF $1,242,000
iShares S&P 500 Value ETF $1,178,000
Vanguard Extended Market Index Fund $873,000
VanEck Vectors Agribusiness ETF $808,000
iShares Russell Mid-Cap Value ETF $805,000
iShares TIPS Bond ETF $747,000
Vanguard 500 Index Fund $740,000
iShares Core S&P Small-Cap ETF $632,000
Vanguard Total Bond Market Index Fund $627,000
VanEck Vectors Gold Miners ETF $580,000
iShares Russell Mid-Cap ETF $569,000
PowerShares DB Commodity Index Tracking Fund $499,000
iShares 7-10 Year Treasury Bond ETF $495,000
Energy Select Sector SPDR Fund $477,000
iShares Russell 2000 Value ETF $469,000
ProShares UltraShort 20+ Year Treasury $441,000
Direxion Daily 20+ Year Treasury Bear 3X Shares $372,000
Vanguard High Dividend Yield Index Fund $265,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $250,000
iShares MSCI Pacific ex Japan ETF $244,000
iShares National Muni Bond ETF $239,000
ProShares UltraShort Euro $209,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $209,000

    Assets

    Assets

    Last updated on Aug. 22, 2019
      • $2.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 85
        Accounts
      • $29.1M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    20

    name start date
    Laurence John Solomon Grosbaum
    June 2010
    Emerson Elizabeth Frances Boone
    December 2018
    Robert Michael Petry
    December 2015
    Jeffrey Charles Heisler
    March 2014
    Paul Karger
    June 2006

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Tf Okeana LLC -- --
      Tf Realty Partners-322W LLC -- --
      Tf Special Opportunities I, LLC -- --
      Tf Special Opportunities-Glory, LLC -- --
      Tf Special Opportunities-Ppr, LLC -- --
      Tf Special Opportunities-Ppr, Series Ii, LLC -- --
      Tf Special Opportunities-Salvera, LLC -- --
      Tfso Partners, LLC -- --
      Twinfocus Limited -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Wesley Karger Managing Member June, 2006 50% to 75%
        Paul Karger Managing Member June, 2006 50% to 75%
        John Pantekidis Chief Investment Officer, General Counsel September, 2014 less than 5%
        Kenneth William Cooperman Chief Compliance Officer May, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Performance-Based Fees