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 corporate-structured investment manager that operates as a hedge fund manager and sponsor/GP for pooled vehicles. The firm has been SEC-registered since 2012 and is individually owned. Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Compensation mixes a percentage-of-assets model with performance-based fees, consistent with an active manager that runs pooled funds. The firm is not flagged as an active ESG investor and does not report multi-state adviser status.

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

    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

FINTRX

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