TWO SIGMA INVESTOR SOLUTIONS, LP
Adviser information for TWO SIGMA INVESTOR SOLUTIONS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 47 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 4 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 11 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 25 | $0 |
| Other investment advisers | 111 | $0 |
| Insurance companies | 8 | $0 |
| Sovereign wealth funds and foreign official institutions | 13 | $0 |
| Corporations or other businesses | 36 | $0 |
| Other | 26 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 234 |
| No. of Non-U.S. Clients | 28 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsPROVIDE INTERACTIVE WEB-BASED PLATFORMS INCLUDING TOOLS FOR FINANCIAL AND PORTFOLIO ANALYSES |
|---|---|
| Compensation | Fixed feesSOFTWARE LICENSE FEES AND SERVICE FEES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-108802 |
|---|---|
| SEC ERA File Number | 801-108802 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286109 |
| Legal Entity Identifier | None |
Principal Office
100 AVENUE OF THE AMERICAS16TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8AM - 6PM EST
Tel: (212) 625-5700, Fax: None
Websites
www.venn.twosigma.com
twitter.com/venntwosigma
www.twosigma.com
twitter.com/twosigma
www.linkedin.com/company/two-sigma-investments/
twitter.com/twosigmacareers
app.venn.twosigma.com
www.linkedin.com/showcase/venn-by-two-sigma
tsvenn.com/
help.venn.twosigma.com/en/
www.thewealthmosaic.com/vendors/venn-by-two-sigma/
andsimple.co/companies/venn-by-two-sigma/
vimeo.com/user131677689/review/903731762/fd839fa915
Chief Compliance Officer
CARSTEN OTTO
AML COMPLIANCE OFFICER
100 AVENUE OF THE AMERICAS
16TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 625-5700
Fax:
(212) 625-5800
V*********@***********M
(Full email address available in API data)
Industry Affiliates
| SIGHTWAY CAPITAL I GP, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SWC MP INVESTMENTS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| TSPI, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA ADVISERS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA CHINA CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA IMPACT FUND CO-INVEST CMS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA IMPACT FUND CO-INVEST PF GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA IMPACT FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA INSTITUTIONAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA INTERNATIONAL LIMITED | Other investment adviser, including financial planners |
| TWO SIGMA INVESTMENTS, LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA PRINCIPALS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA PRIVATE INVESTMENTS, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE GP I, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE POC GP I, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE POC GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE POC GP III, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE POC GP IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA REAL ESTATE POC GP V, LP | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA SECURITIES UK LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| TWO SIGMA SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| TWO SIGMA VENTURES CO-INVEST FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES MAPLE FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES OPPORTUNITY FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES OPPORTUNITY FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TWO SIGMA VENTURES, LP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OVERDECK, JOHN, ALBERT | Individual | – | CO-CHAIRMAN | 05/2016 | < 5% |
| TWO SIGMA MANAGEMENT, LLC | Domestic Entity | – | GENERAL PARTNER | 05/2016 | < 5% |
| SIEGEL, DAVID, MARK | Individual | – | CO-CHAIRMAN | 05/2016 | < 5% |
| SCHOPPNER, DAWN, MARIE | Individual | – | CHIEF FINANCIAL OFFICER | 05/2016 | < 5% |
| JOHN A. OVERDECK REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 05/2016 | 25-50% |
| DAVID M. SIEGEL REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 05/2016 | 25-50% |
| DAVID M. SIEGEL REVOCABLE TRUST | Domestic Entity | TWO SIGMA MANAGEMENT, LLC | MEMBER | 01/2008 | 25-50% |
| OVERDECK, JOHN, ALBERT | Individual | – | TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST | 12/2007 | 25-50% |
| SIEGEL, DAVID, MARK | Individual | – | TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST | 12/2007 | 25-50% |
| OTTO, CARSTEN, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2016 | < 5% |
| JOHN A. OVERDECK REVOCABLE TRUST | Domestic Entity | TWO SIGMA MANAGEMENT, LLC | MEMBER | 01/2008 | 25-50% |
| LYONS, CARTER, MAYBERRY | Individual | – | CHIEF BUSINESS OFFICER | 01/2019 | < 5% |
| SUNBURST TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2020 | 5-10% |
| SUDACHI TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2020 | 5-10% |
| SUNFLOWER PTC LLC | Domestic Entity | – | TRUSTEE OF SUNBURST TRUST | 01/2020 | 5-10% |
| SHINRAI PTC LLC | Domestic Entity | – | TRUSTEE OF SUDACHI TRUST | 01/2020 | 5-10% |
| SUNFLOWER SPECIAL PURPOSE TRUST I | Domestic Entity | SUNFLOWER PTC LLC | MEMBER | 01/2020 | > 75% |
| FRONTIER DIRECTED FIDUCIARY SERVICES LLC | Domestic Entity | SUNFLOWER SPECIAL PURPOSE TRUST I | TRUSTEE | 01/2020 | |
| SUNFLOWER SPECIAL PURPOSE TRUST II | Domestic Entity | SUNFLOWER PTC LLC | MANAGER | 01/2020 | |
| SHINRAI PTC LLC | Domestic Entity | SUDACHI TRUST | TRUSTEE | 01/2020 | |
| SHINRAI SPECIAL PURPOSE TRUST I | Domestic Entity | SHINRAI PTC LLC | MEMBER | 01/2020 | > 75% |
| FRONTIER DIRECTED FIDUCIARY SERVICES LLC | Domestic Entity | SHINRAI SPECIAL PURPOSE TRUST I | TRUSTEE | 01/2020 | |
| SHINRAI SPECIAL PURPOSE TRUST II | Domestic Entity | SHINRAI PTC LLC | MANAGER | 01/2020 | |
| SUNFLOWER PTC LLC | Domestic Entity | SUNBURST TRUST | TRUSTEE | 01/2020 | |
| OVERDECK, JOHN, ALBERT | Individual | JOHN A. OVERDECK REVOCABLE TRUST | TRUSTEE | 12/2007 | |
| SIEGEL, DAVID, MARK | Individual | DAVID M. SIEGEL REVOCABLE TRUST | TRUSTEE | 12/2007 | |
| DELLA TORRE, MARCO, KENNETH | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2022 | < 5% |
| METZGER, STEVE, HAMILTON | Individual | – | GENERAL COUNSEL | 07/2023 | < 5% |