Twin Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 158318
- Registered since
- March 30, 2012
- Website
- www.twincap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2
David Simon
PresidentCRD 1804322
Brendan Donnelly
CRD 7307589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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