Two Sigma Investor Solutions, LP (New York)

Name: Two Sigma Investor Solutions, LP
Address: 100 Avenue Of The Americas, New York, NY, 10013
Telephone: (212) 625-5700

Two Sigma Investor Solutions, LP is a related adviser based in New York. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Connecticut and Texas.

Two Sigma Investor Solutions provides pension consulting services, selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and provide interactive web-based platforms including tools for financial and portfolio analyses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Two Sigma Investor Solutions, LP for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Two Sigma Investor Solutions serves?

The firm provides services to charitable organizations, other investment advisers, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. The largest group of clients of Two Sigma Investor Solutions is charitable organizations with 19 clients and $0 of assets under management. Among the 3 most similar advisory firms, Two Sigma Investor Solutions has the highest percentage of charitable organizations out of all clients.

31% of the firm’s clients are foreign persons or businesses.

Two Sigma Investor Solutions doesn't advise any private funds.

Careers at Two Sigma Investor Solutions, LP

The company employs 27 people that are either part- or full-time employees. 19 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 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
Matthew Brady Siano	General counsel	1 May 2016	Other	5032060
John Albert Overdeck	Co-chairman	1 May 2016	Other	2280794
Llc Two Sigma Management	General partner	1 May 2016	Other	20-3495735
David Mark Siegel	Co-chairman	1 May 2016	Other	2197031
Dawn Marie Schoppner	Controller	1 May 2016	Other	5771776
John A. Overdeck Revocable Trust	Limited partner	1 May 2016	25% - 50%	26-6160471
David M. Siegel Revocable Trust	Limited partner	1 May 2016	25% - 50%	26-6160503
Overdeck Family Gst Exempt Trust	Limited partner	1 May 2016	Other	36-7645245
Siegel Family Gst Exempt Trust	Limited partner	1 May 2016	Other	36-7117258
Nobel (Nmn) Gulati	Managing director	1 May 2016	Other	2765281
John Michael Overdeck	Trustee of overdeck family gst exempt trust	1 May 2016	Other	6317393
Bertram Siegel	Trustee of siegel family gst exempt trust	1 May 2016	Other	6317811
Karyn Leigh Williams	Head of client solutions	1 Jul 2016	Other	6734294
Nobel (Nmn) Gulati	Managing director	1 Jul 2016	Other	2765281
Carsten Nmn Otto	Chief compliance officer	1 Nov 2016	Other	2688833
Denis De Graeve	Head of business innovation and growth	1 Dec 2017	Other	4840653
Matthew James Dwyer	General manager of venn	1 Dec 2017	Other	4696497
Carter Mayberry Lyons	Managing director	1 Jan 2019	Other	2997262

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 Investor Solutions, LP performs its advisory services is located at 100 Avenue Of The Americas, New York, NY 10013, 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. The normal business hours are 8am - 6pm est on Monday - Friday. You can find more information about the New York firm at twosigma.com and its LinkedIn profile.