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 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
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 2DAVID 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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