Sigma Capital Management
RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$313K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 302063
- Website
- www.sccapital.net
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.72%
- Individuals13.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sigma Capital Management is a small, privately held limited liability company that provides discretionary portfolio management to individuals, families and small businesses. The firm is owned by an individual and bills clients on a percentage-of-assets basis. Its stated activity centers on managing client portfolios directly rather than acting as a capital allocator or as a multi-state advisory platform. Sigma does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities86%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds7%
Contacts
1 of 1Satram Chainani
Investment AdvisorCRD 2623294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations