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Third Sigma Investment Advisors LLC
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CRD # | 151188 |
SEC # | 801-123568 |
CIK # | |
AUM | $112.6 MM (2024-02-29) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 302-656-1111 |
Address | 700 North Clayton Street Wilmington, DE 19805 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 19 | 4.6 |
(b) Individuals (high net worth individuals) | 13 | 29.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 8 | 17.7 |
(h) Charitable organizations | 1 | 60.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 40 | 112.6 |
By Discretionary | ||
Discretionary | 37 | 95.0 |
Non-Discretionary | 3 | 17.7 |
Total | 40 | 112.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 112.6 | |
Total | 40 | 112.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |
Montgomery Financial Services LLC
✚
|
MD | 0.1 |
Kelly Wealth Management Inc
✚
|
MI | 0.1 |
Anchor Pointe Wealth Management LLC
✚
|
MO | 0.1 |
Breachway Investments LLC
✚
|
RI | 0.1 |
Sherman Wealth Management LLC
✚
|
MD | 0.1 |
Iowa Wealth Management LLC
✚
|
IA | 0.1 |
FLP Wealth Management LLC
✚
|
AR | 0.1 |
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 0.1 |
South Bay Financial Partners Group Inc
✚
|
CA | 0.1 |