Rachael Marie Peirce

Employer firm

Twin Focus Capital Partners, LLC CRD 140522

$4.58B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 03/2023
  Up Capital Management
  Roseville, CA
• 03/2023 → 12/2024
  Ameriprise Financial Services, Llc
  Wellesley, MA
• 01/2025 → Present
  Twinfocus
  Boston, MA

Previous Registrations

• 2024-02-21 → 2025-01-06
  Ameriprise Financial Services, Llc
  Wellesley, MA
  Mansfield, MA
• 2019-06-05 → 2023-05-19
  Up Capital Management, Inc.
  Roseville, CA
  New Boston, NH
  Bulverde, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-31
• S65 Uniform Investment Adviser Law Examination
  2019-05-20

Other Names

• Rachael Peirce