AdFi
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TWIN FOCUS CAPITAL PARTNERS, LLC

SEC Registered

20 Years of Global Wealth Stewardship and Leadership

BOSTON, MAhttps://twinfocus.com617-720-4500
Assets Under Management
$1B–$5B
Year Founded
2006
Employees
37
Office Locations
2 offices
Total Accounts
77

About the firm

TwinFocus is a boutique, partner-led multifamily office and private investment firm delivering smart, discreet wealth stewardship for professional investors, successful executives and entrepreneurs, and families across generations. Founded by twin brothers Paul and Wes Karger in 2006, the firm is grounded in trust, integrity, and long-term relationships. At TwinFocus, clarity replaces complexity, with objective advice and tailored strategies designed to support both wealth and well-being.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

Multifamily OfficeFamily Office ManagementInvestment ServicesDirect InvestmentsReal Estate AdvisoryM&a AdvisoryResponsible InvestingWealth StewardshipLegacy PlanningPhilanthropic PlanningOpportunity Zone Investing+1 more

Services

TwinFocus offers Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, M&A Advisory, and Responsible Investing, providing an integrated approach to investment strategy, risk management, governance, and legacy planning.

insurancecharitable_givingwealth_management
Private funds / alternatives
Real Estate

Who they serve

Professional investors, successful executives and entrepreneurs, and families across generations.

Client segmentClientsAssets managed
Individuals (Non-HNW)1$617k
High Net Worth Individuals74$4.5B
Pension/Profit Sharing Plans6$55M

3 total clients reported on Form ADV.

Leadership

Paul Karger
MANAGING MEMBER
Wesley Karger
MANAGING MEMBER
John Pantekidis
CHIEF LEGAL OFFICER
Robert Michael Petry
CCO

Office locations

2 offices in 1 state
MA
BOSTONHQ
LONDON

Advisors at this firm

17 advisors in the directory

Regulatory & compliance

CRD number
#140522
SEC Number
801-66717
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $100,000,000 (waivable)

Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TWIN FOCUS CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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