Three Sigma Capital, LLC

RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$1.2M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.27%
  • HNWI17.73%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Three Sigma Capital, LLC is structured as an LLC and operates as a hedge fund manager serving primarily institutional clients. The firm provides discretionary portfolio management both for individuals and small businesses and for pooled investment vehicles, and it acts in sponsor/GP and managing-member roles for those vehicles. Its compensation includes a percentage-of-AUM component and performance-based fees. The adviser does not present itself as an active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 16%, Derivatives 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents16%
  • Derivatives1%

Contacts

1 of 1
  • Gaurav Khanna

    Gaurav Khanna

    Managing MemberCRD 5835771

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth