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Third Sigma Investment Advisors LLC (Wilmington)


Third Sigma Investment Advisors LLC is an adviser based in Wilmington. It manages $62.59 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Delaware, Pennsylvania, and Texas.




Third Sigma Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Third Sigma Investment Advisors: assets under management

The assets under management (AUM) of Third Sigma Investment Advisors LLC is $62.59 million. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.23 million in discretionary accounts and $8.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Third Sigma Investment Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilmington

The principal office where Third Sigma Investment Advisors LLC performs its advisory services is located at 1000 North West Street, Suite 1200, Wilmington, DE 19801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-295-4990 or by fax 302-504-6000. The normal business hours are 9:00 - 4:00 on Monday - Friday.


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