Two Sigma Investments, LP (New York)


Two Sigma Investments, LP is a large advisory firm based in New York. It manages $61.02 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Two Sigma Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Two Sigma Investments: assets under management

The assets under management (AUM) of Two Sigma Investments, LP is $61.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and $15.68 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $61.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.07 billion each.
Two Sigma Investments has custody of $24.45 billion in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Two Sigma Investments, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Two Sigma Investments serves?

The only and largest group of clients of Two Sigma Investments is pooled investment vehicles with 15 clients and $61.02 billion of assets under management. Among the 8 most similar advisory firms, Two Sigma Investments has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $61.02 billion for 15 clients. 40% of the firm’s clients are foreign persons or businesses.

Two Sigma Investments also advises several private funds. Namely, twenty five hedge funds and one other private fund. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Two Sigma Investments, LP

The company employs 1,434 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Albert Overdeck Chief investment officer, co-chairman 1 May 2001 Other 2280794
David Mark Siegel Co-chairman 1 Jul 2001 Other 2197031
Peter Francis Desmond Chief strategy officer 1 Oct 2005 Other 5031996
Llc Two Sigma Management General partner 1 Dec 2005 Other 20-3495735
John Michael Overdeck Trustee of overdeck family gst exempt trust 1 Dec 2007 Other 6317393
Bertram Siegel Trustee of siegel family gst exempt trust 1 Dec 2007 Other 6317811
John Albert Overdeck Trustee of john a. overdeck revocable trust 1 Dec 2007 25% - 50% 2280794
David Mark Siegel Trustee of david m. siegel revocable trust 1 Dec 2007 25% - 50% 2197031
Overdeck Family Gst Exempt Trust Limited partner 1 Jan 2008 Other 36-7645245
Siegel Family Gst Exempt Trust Limited partner 1 Jan 2008 Other 36-7117258
Matthew Brady Siano General counsel 1 Dec 2008 Other 5032060
Dawn Marie Schoppner Controller 1 Sep 2010 Other 5771776
Kevin Michael Farley Chief compliance officer 1 Jun 2012 Other 2737720
Jonathan William Hitchon Chief operating officer 1 Oct 2014 Other 4458811
Joseph Anthony Cua Chief risk officer 1 Nov 2014 Other 6429130
Carsten Nmn Otto Chief compliance officer 1 Nov 2016 Other 2688833
Satish Ramakrishna Chief risk officer 1 Dec 2018 Other 2944925

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John A. Overdeck Revocable Trust Member 1 Jan 2008 25% - 50% 26-6160471
David M. Siegel Revocable Trust Member 1 Jan 2008 25% - 50% 26-6160503

Based in New York

The principal office where Two Sigma Investments, LP performs its advisory services is located at 100 Avenue Of The Americas, New York, NY 10013 1689, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 625-5700 or by fax (212) 625-5800. The normal business hours are monday (8 am est) through friday (6 pm est) on Monday - Friday. You can find more information about the New York firm at twosigma.com.