Twain Financial Partners

Twain Financial Partners

Twain Financial Partners was founded in 2012 by Matt Bloom, Joe Scharfenberger, and Steve Stoneman, who had previously worked together at other financial firms. The firm is headquartered in St. Louis with a second office in Denver, operating as an independent asset manager serving a base of individual and family investors. Wealth origin for the principals is not publicly disclosed; the firm markets itself as a manager of capital for a broad clientele, not as a family office. The firm invests across real estate, infrastructure, private credit, and energy transition assets, with a focus on the middle market in the United States. Specific portfolio companies and deal names are rarely made public, but known investments include a multi-family housing portfolio in the Sun Belt region (per public record, 2018) and a senior living facility in Missouri (per local news, 2021). Twain typically structures deals as direct acquisitions, joint ventures, and private credit positions, with no disclosed fund vehicles. The firm does not publicly disclose total assets under management, team size, or recent deployment numbers. The two offices employ an undisclosed number of professionals; the firm's website lists around 10 team members across investment and operations roles. No philanthropic foundation or adjacent vehicles are publicly associated with the firm. Twain’s structural distinctiveness lies in its long-hold, value-oriented approach focused on tax-efficient investing for aligned families — a model it describes as 'patient capital' — without operating a traditional fund structure or single-family office charter. This architecture allows the firm to hold assets for extended periods across market cycles, a contrast to the typical 7-10 year fund lifecycle.