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TwinFocus Capital Partners, LLC

Multifamily office listing in Boston, Massachusetts, United States.

  • SEC-registered
  • Founded 2006
Regulatory AUM
$4.6 billion
Employees
37
Clients
51-100
Founded
2006

Boutique, partner-led multifamily office and private investment firm serving professional investors, executives, entrepreneurs, and multigenerational families.1

Overview

TwinFocus provides family office management, investment services, direct investments, real estate advisory, mergers and acquisitions advisory, and responsible investing.1

The firm describes an integrated approach that connects investment strategy, risk management, governance, and legacy planning. Its decisions consider financial, tax, philanthropic, and legal factors.1

History

TwinFocus was founded in 2006 by twin brothers Paul Karger and Wesley Karger. John Pantekidis joined the firm six months later.2

Leadership

Paul Karger, CFA, is Co-Founder and Managing Partner.2

Wesley Karger, CFA, is Co-Founder and Managing Partner.2

John Pantekidis, JD, LLM, CFA, is Managing Partner and General Counsel.2

The firm reports that its senior wealth management professionals have an average of 20 years of experience.2

Services

TwinFocus conducts investment research and management focused on risk-adjusted growth and capital preservation. Its services include tax-efficient planning and portfolio structuring around a client’s total balance sheet.3

The firm’s investment work may include illiquid, tangible, and intangible assets; business ventures; direct private investments; co-investments; joint ventures; cash management; and liquidity sourcing.3

Its broader offering includes family office management, direct investments, real estate advisory, mergers and acquisitions advisory, and responsible investing.1

What the firm offers

  • Tax planning
  • Philanthropy
  • Family governance and education
  • Risk and insurance
  • Private and alternative investments

Client Focus

TwinFocus serves professional investors, executives, entrepreneurs, and multigenerational families.1

Approach

TwinFocus describes its work as coordinated across a client’s investments, risks, governance, and legacy objectives, with financial, tax, philanthropic, and legal considerations incorporated into decision-making.1

By the numbers

Regulatory AUM by year$0K$1.3B$2.5B$3.8B$5.0B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 140522. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$1.7 billion$1.6 billion$159 million
2017$2.1 billion$2.0 billion$163 million
2018$2.5 billion$2.3 billion$174 million
2019$2.5 billion$2.3 billion$180 million
2020$2.9 billion$2.7 billion$195 million
2021$3.0 billion$1.9 billion$1.1 billion
2022$3.4 billion$2.5 billion$938 million
2023$3.0 billion$2.1 billion$908 million
2025$4.0 billion$2.9 billion$1.2 billion
2026$4.6 billion$3.5 billion$1.1 billion
Average AUM per client by year$0K$15M$30M$46M$61M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 140522. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$30 million
2019$31 million
2020$29 million
2021$39 million
2022$42 million
2023$37 million
2025$53 million
2026$55 million
Clients by type (2026)High net worth individuals74Pooled investment vehicles6Other2Individuals1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 140522. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals1
High net worth individuals74
Pooled investment vehicles6
Other2
Employees by year0102031412016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 140522. As of .
Employees reported on Form ADV
YearEmployees
201620
201725
201825
201930
202031
202131
202237
202335
202537
202637

Ranks #4 of 10 SEC-registered firms in MA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 140522. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is TwinFocus?

TwinFocus is a boutique, partner-led multifamily office and private investment firm.1

Who leads TwinFocus?

The firm is led by Co-Founders and Managing Partners Paul Karger and Wesley Karger, with Managing Partner and General Counsel John Pantekidis.2

Is TwinFocus registered with the SEC?

TwinFocus Capital Partners, LLC identifies itself as an investment adviser registered with the U.S. Securities and Exchange Commission. Its Form ADV lists CRD number 140522 and SEC file number 801-66717.4

  • LocationMultifamily offices in Boston

    This Boston directory helps a family or business owner compare multifamily office options in the region. It can provide context for evaluating a partner-led firm serving executives, entrepreneurs, professional investors, and multigenerational families, including questions about governance, investments, insurance, and philanthropy.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com explains capital gains rules and planning approaches that may affect private and alternative investments. Its guides can help an owner prepare questions about tax planning, investment sales, charitable giving, and coordination among advisors before meeting with a multifamily office.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com offers a directory and practical playbooks for owners of family companies. The material can help multigenerational families think through succession, family governance, education, philanthropy, and the relationship between business decisions and broader family wealth planning.

  • DataMFO fee types from Form ADV

    The MFO fee types page explains common fee arrangements disclosed through Form ADV. A prospective client can use it to compare how firms charge for planning, investment management, and other services, then ask how fees relate to private investments, family governance, risk planning, and insurance work.

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    Profiles of Proficio Capital Partners, Ballentine Partners, and Diversified Financial Management provide points of comparison with other firms on this site. Reviewing their client focus and service descriptions can help a family or business owner frame questions about investment oversight, tax planning, philanthropy, and governance support.

Sources

  1. TwinFocus Capital Partners
  2. Who We Are
  3. Investment Services
  4. Twin Focus Capital Partners Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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