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 organized as a limited partnership that operates primarily as a hedge fund manager focused on institutional clients. The firm acts as a commodity pool operator/commodity trading advisor in addition to providing portfolio management for investment companies, pooled investment vehicles and institutional or business clients. Its fee model combines a percentage-of-assets component with performance-linked fees. Filings indicate the firm does not present itself as an active ESG investor and is not designated as a multi-state or newly formed adviser. The firm plays multiple roles across sponsored vehicles and external relationships: it functions as a sponsor, general partner or managing member of pooled vehicles and is affiliated with broker-dealer and other adviser activities. That structure aligns with a hybrid business model that runs proprietary pooled funds while also engaging with third-party managers and service providers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

    Carter Lyons

    Co-ceoCRD 2997262

  • Timothy Reynolds

    Timothy Reynolds

    Chief Operating OfficerCRD 7784609

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Contacts

3 of 7
  • James Hein

    CRD 5875749

  • David Siegel

    David Siegel

    Co-Founder & Co-ChairmanCRD 2197031

  • John Overdeck

    John Overdeck

    Financial Advisor and Registered RepresentativeCRD 2280794

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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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ETF holdings

1 of 394

Active vs passive

$9.6B in ETFs

Passive

92%

$8.8B

Active

6%

$810M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$427M7,958,2004.42%

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