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TwinFocus

EST. AUM
$4,584,699,376

CONTACTS
16

CLIENT ACCOUNTS
77

Firm Details

Metro area Boston
CRD Number 140522
Website twinfocus.com
Client types

Overview

TwinFocus is a $7-billion RIA based in Boston. They also have an office in London. They have about half US clients and half international clients. They have ultra-high-net-worth clients. They are a true multi-family office. Traditionally, they've been able to access different types of structures and prefer active management in less efficient market. Historically they have allocated to alternative investments (hedge funds, PE, Private Credit, Real Estate, and long-only active strategies). Jeff Heisler is the main contact in Boston to meet with to introduce your strategy.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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