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President, Chief Investment Officer · Twin Securities, Inc.

David J. Simon

CRD 1804322 · Named on Form ADV at one SEC-registered adviser

At a glance

Twin Securities, Inc., an SEC-registered private fund adviser based in New York, NY with $318 million in regulatory assets, lists David J. Simon on its Form ADV as President, Chief Investment Officer, a control person.

Firms and roles

  • Twin Securities, Inc.President, Chief Investment OfficerPrivate fund adviser · New York, NY · $318M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brendan M DonnellyChief Financial Officer and Chief Compliance Officer, Twin Securities, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.