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Chief Financial Officer, Chief Operating Officer · Twin Focus Capital Partners, LLC

Jonathan T. Perry

CRD 6927112 · Named on Form ADV at one SEC-registered adviser

At a glance

Twin Focus Capital Partners, LLC, an SEC-registered wealth manager based in Boston, MA with $4.6 billion in regulatory assets, lists Jonathan T. Perry on its Form ADV as Chief Financial Officer, Chief Operating Officer.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul KargerManaging Member, Twin Focus Capital Partners, LLC
  • Wesley KargerManaging Member, Twin Focus Capital Partners, LLC
  • John PantekidisChief Investment Officer, Chief Compliance Officer, General Counsel, Twin Focus Capital Partners, LLC
  • DAVID A. DAGLIOGlobal Investment Strategist, Twin Focus Capital Partners, LLC
  • Laurence J. GrosbaumManaging Director, Portfolio Management, Twin Focus Capital Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.