TWO SIGMA INVESTMENTS, LP

RIASEC RegisteredEst. 2009
Total AUM
$233B
Discretionary
$233B
100% of AUM
Avg account
$5.5B
Accounts
42
Employees
1,555
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
137137
Registered since
August 21, 2009
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.52%
  • Corporations / Businesses0.95%
  • Investment Companies0.44%
  • Sovereign Wealth Funds0.1%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Two Sigma Investments, LP is a quantitative hedge fund structured as a limited partnership that primarily serves institutional clients. The firm is registered with the SEC (since 2009) and operates as a hedge fund manager that also performs CPO/CTA activities and sponsors pooled investment vehicles. Its advisory remit covers portfolio management for investment companies, pooled vehicles, and institutional or business clients. Fee arrangements include both asset-based fees and performance fees. Two Sigma does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. Two Sigma sits in multiple industry roles beyond portfolio manager: it functions as a sponsor or general partner of pooled vehicles and is affiliated in ways consistent with broker-dealer and CTA/CPO activity. The firm targets institutional mandates and appears focused on systematic, multi-asset strategies delivered through proprietary funds and managed vehicles rather than acting primarily as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 54%, Exchange Traded Equities 46%54%
  • Cash & Cash Equivalents54%
  • Exchange Traded Equities46%

Owners & executives

3 of 4
  • CHRISTOPHER SALES

    Chief Investment OfficerCRD 2645303

  • CARTER LYONS

    Co-CEOCRD 2997262

  • TIMOTHY REYNOLDS

    Chief Operating OfficerCRD 7784609

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Contacts

3 of 7
  • JAMES HEIN

    General CounselCRD 5875749

  • DAVID SIEGEL

    Co-Founder & Co-ChairmanCRD 2197031

  • JOHN OVERDECK

    Financial Advisor and Registered RepresentativeCRD 2280794

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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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ETF holdings

1 of 350

Active vs passive

$10.6B in ETFs

Passive

93%

$9.9B

Active

4%

$722M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$383M875,8803.60%

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
100 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