Sigma3capital LLC

Overview

Sigma3capital LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on serving individuals and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, operating with a fee mix that includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Investment activity centers on public pooled vehicles — primarily mutual funds — supplemented with targeted allocations to real estate through third‑party managers. The adviser is not positioned as a formal capital allocator; instead it uses external managers to access alternative exposures while maintaining direct discretionary oversight of client portfolios. The firm is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices