TWO SIGMA REAL ESTATE, LP

RIASEC RegisteredEst. 2024
Total AUM
$582M
Discretionary
$582M
100% of AUM
Avg account
$72.7M
Accounts
8
Employees
36
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
324210
Registered since
September 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Two Sigma Real Estate, LP is organized as a limited partnership that functions primarily as a real estate fund adviser to institutional clients. The firm provides portfolio management for pooled investment vehicles and serves in sponsor/GP and related roles for private pooled vehicles. Its business model centers on running pooled real estate strategies rather than acting as a broad capital allocator to outside managers. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Two Sigma Real Estate, LP is SEC-registered (2024) and reports no active ESG program. It is not structured as a multi-state adviser and identifies its ownership as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • RICHARD GOMEL

    Partner, Chief Investment OfficerCRD 5124792

  • CARTER LYONS

    Co-CEOCRD 2997262

Contacts

3 of 6
  • STEVE METZGER

    General CounselCRD 6013883

  • ROMAN BERGER

    Partner, General CounselCRD 5982140

  • JOHN OVERDECK

    Financial Advisor and Registered RepresentativeCRD 2280794

Unlock 3 more contacts

Wealth teams

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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
101 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth