A complete list of active advisors currently associated with First Sigma Capital LLC

Warmer can help you find a great advisor at First Sigma Capital LLC or one who fits your needs even better.

First Sigma Capital LLC provides discretionary portfolio management for individual and high‑net‑worth clients through separately managed accounts and reports managing roughly $9.9 million on a discretionary basis. The firm does not provide financial planning, estate, insurance, tax, or accounting services and does not participate in wrap fee programs. The firm’s investment process combines technical, fundamental, and cyclical analysis and implements a common investment strategy while adapting portfolios for tax, suitability, and timing differences across accounts. It discloses the use of higher‑risk techniques — including short sales, leverage (margin and borrowed shares), frequent trading, and options — and describes the material risks associated with those strategies. Notable distinctions for the firm include that it is engaged in business as an exempt Commodity Trading Advisor and that it may enter into performance‑based fee arrangements with qualified clients. The adviser requires use of a single broker‑dealer/custodian (Interactive Brokers) for all client accounts, employs block trading, and does not accept authority to vote client securities.

To learn more about the advisors currently working at First Sigma Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Charles Patton profile photo Charles Patton
Irvine, CA
11
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