First Sigma Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 173642
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
First Sigma Capital LLC is a small, privately held investment adviser structured as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses among its advisory activities. First Sigma is registered as performing commodity-related activities (CPO or CTA), which aligns with its heavier use of derivatives. It is owned by an individual, operates on a single-state basis per its filing, and does not self-identify as a capital allocator or as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives50%
- Exchange Traded Equities40%
- US Government Bonds10%
Contacts
1 of 1
Charles Patton
Portfolio ManagerCRD 5425575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations