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TwinFocus Capital Partners

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TwinFocus Capital Partners LLC is a multi family office based in Boston, Massachusetts. The company was started in 2006 by twin brothers Paul and Wesley Karger.[1] Today, TwinFocus has a 25-person team[2] and represents more than 30 family office clients around the world with balance sheets totaling at least $100 million. The company manages an array of asset classes including stocks, bonds, mutual funds, private equity and real estate.[3] As of February 2019, TwinFocus reported $6.5 billion in assets under advisory.[4] Roughly 70 percent of the capital that the firm oversees is for U.S.-based families.[5]

In October 2018, TwinFocus opened its London office in Mayfair, an affluent area in the city's West End.[6] In early 2019, TwinFocus helped its founding European client, Markerstudy Group, facilitate the £185 million acquisition of Co-op Insurance. Shortly thereafter, the firm introduced formal M&A and real estate advisory services for its global ultra-high net worth client base.[7][8]

TwinFocus is also present in Latin America and Asia, working with entrepreneurs with substantial cash holdings.[9] The company's main competitors in Asia include Morgan Stanley, Merrill Lynch, and Goldman Sachs.[10]

References

  1. ^ http://www.bizjournals.com/boston/stories/2008/10/06/focus2.html?page=all
  2. ^ http://careers.investmentnews.com/adviser-center/profile/1129
  3. ^ "What's the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager's Outlook". National Real Estate Investor. 2018-02-20. Retrieved 2018-03-01.
  4. ^ Ryan, Greg (February 5, 2019). "Boston wealth firm sees 'Opportunity' in real estate tax-relief program". www.bizjournals.com. Retrieved 2019-04-26.
  5. ^ http://bloom.bg/2rrEPxq
  6. ^ Stupples, Ben. "'The Market is Mispricing Risks' in the U.K." (PDF). Bloomberg Markets Special Report - Family Offices. Retrieved April 26, 2019.
  7. ^ "M&A wrap: TSG, NextEnergy, Tesla, GTCR, Roark, AEI". Mergers & Acquisitions. Retrieved 2019-04-26.
  8. ^ "TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services". www.citywealthmag.com. Retrieved 2019-04-26.
  9. ^ http://tfcp.serveronline.net/pdf/TwinFocus-in-LatAm.pdf
  10. ^ http://tfcp.serveronline.net/pdf/Inst_Investor_TwinFocus_PAM_01-12-2009.pdf