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Managing Member · Twin Focus Capital Partners, LLC

Paul Karger

CRD 4050267 · Named on Form ADV at 2 SEC-registered advisers

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 Paul Karger on its Form ADV as Managing Member, a control person. The SEC filings also name Paul at 1 other registered adviser.

Firms and roles

AtlasMembers

Paul’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 each firm
2 firmsLocked
Control-person status
1 firmLocked
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 (10)

  • Wesley KargerManaging Member, Twin Focus Capital Partners, LLC
  • John PantekidisChief Investment Officer, Chief Compliance Officer, General Counsel, Twin Focus Capital Partners, LLC
  • Jonathan T. PerryChief Financial Officer, Chief Operating Officer, 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

5 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

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