Twin Securities, Inc.

RIASEC RegisteredEst. 2012
Total AUM
$318M
Discretionary
$318M
100% of AUM
Avg account
$63.5M
Accounts
5
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
158318
Registered since
March 30, 2012
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.68%
  • Other Investment Advisers18.32%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Twin Securities, Inc. is a corporation registered with the SEC since 2012 that operates as a hedge fund manager focused on institutional clients. The firm is individually owned and provides portfolio management for pooled investment vehicles and for businesses or institutions. Compensation includes both a percentage-of-assets fee and performance-based fees. Twin Securities also serves as sponsor/GP/managing member of pooled vehicles, indicating it runs proprietary funds rather than acting solely as a discretionary sub-advisor. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • David Simon

    David Simon

    PresidentCRD 1804322

  • Brendan Donnelly

    CRD 7307589

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth