THIRD SIGMA INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 151188
- Registered since
- March 30, 2022
- Website
- thirdsigmaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI43.98%
- Charitable Organizations29.69%
- Pension & Profit Sharing Plans24.32%
- Individuals2.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Third Sigma Investment Advisors LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2022. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and investor education through newsletters and seminars. The firm does not identify as an active ESG investor and is not described as a capital allocator in its filings.
Assets & Accounts
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
- Public Funds/Mutual Funds65%
- Cash & Cash Equivalents13%
- Other11%
- US Government Bonds7%
- Exchange Traded Equities3%
Contacts
3 of 4GEORGE CONES
FounderCRD 2477228
Antonio DeSano
Financial AdvisorCRD 5910283
RYAN MALLOCH
Managing Partner, Financial AdvisorCRD 4017541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 700 N Clayton St
- Time zone
- ET (UTC-5)
- Office locations
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