Twin Securities, Inc.
● SEC registered since 2012CRD 158318SEC# 801-73786New York, NY
Ranks #4,510 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$317.7M
Fund GAV
$259.6M
Private funds
2
Employees
5
Accounts
5
Location
New York, NY
Twin Securities, Inc. assets under management
Twin Securities, Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $317.7 million in regulatory assets under management and employs 5 people. Twin Securities, Inc. manages 2 private funds with combined gross assets of $259.6 million, including Twin Master Fund, Ltd. By regulatory assets, it ranks 4,510 of 6,004 private fund managers.
Twin Securities, Inc. private funds
2 funds · $259.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Twin Master Fund, Ltd. | Hedge | $187.1M | $1M |
| Twin Opportunities Fund, LP | Hedge | $72.5M | $1M |
Twin Securities, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan M Donnelly Control | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2025 |
| David Joel Simon Control | President, Chief Investment Officer | Over 75% | 1988 |
Frequently asked questions
How much does Twin Securities, Inc. manage?
Twin Securities, Inc. reports $317.7 million in regulatory assets under management on its Form ADV.
How many private funds does Twin Securities, Inc. manage?
Twin Securities, Inc. manages 2 private funds with combined gross assets of $259.6 million.
How many employees does Twin Securities, Inc. have?
Twin Securities, Inc. reports 5 employees.
Where is Twin Securities, Inc. located?
Twin Securities, Inc. is based in New York, NY and has been SEC-registered since 2012.
Does Twin Securities, Inc. disclose fund performance?
Twin Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 152 West 57th Street, 54th Floor, New York, NY 10019 |
| Phone | 212-687-6948 |
| Fax | 212-687-6901 |
| Office hours | 7a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.7M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$317.7Mregulatory AUM
Discretionary $317.7M
Service providers
Auditor
Prime broker
Custodian
Administrator