Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

General Counsel · Two Sigma Investments, LP

Steve H. Metzger

CRD 6013883 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Two Sigma Investments, LP, an SEC-registered private fund adviser based in New York, NY with $232.8 billion in regulatory assets, lists Steve H. Metzger on its Form ADV as General Counsel. The SEC filings also name Steve at 2 other registered advisers.

Firms and roles

  • Two Sigma Investments, LPGeneral CounselPrivate fund adviser · New York, NY · $233B in regulatory assets
  • Tspi, LPGeneral CounselPrivate fund adviser · New York, NY · $1.9B in regulatory assets
  • Two Sigma Real Estate, LPGeneral CounselPrivate fund adviser · New York, NY · $582M in regulatory assets

AtlasMembers

Steve’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 each firm
3 firmsLocked
Control-person status
Locked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

  • John A. OverdeckCo-Chairman, Two Sigma Management, Llc; Executive Manager, Two Sigma Management, LLC, Two Sigma Investments, LP
  • David M. SiegelCo-Chairman, Two Sigma Management, LLC, Two Sigma Investments, LP
  • Dawn M. SchoppnerChief Financial Officer, Two Sigma Investments, LP
  • Carter M. LyonsCo-Chief Executive Officer, Two Sigma Investments, LP
  • Timothy J. ReynoldsChief Operating Officer, Two Sigma Investments, LP

8 more people named with Steve on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

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