Matthew M. Kerkhoff

SIGMA POINT CAPITAL

San Diego, CA

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CRD#: 7127690

Professional summary

Matthew Mitsugi Kerkhoff is a registered financial advisor currently at SIGMA POINT CAPITAL located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: Model Investing Investment Related: Yes Address: San Diego, CA Nature of Business: Provides access to a series of investment models on a subscription basis. Position: Chief Investment Strategist Start Date: 09/2015 Approximate Total Hours: 12 Approximate Hours During Securities Trading: 2 Duties: Monitor and update investment models, client relations, oversee updates to website and technology stack Name of Business: Springwater Plumbing Investment Related: No Address: Los Angeles, CA Nature of Business: Commercial new-construction union plumbing contractor Position: Chief Financial Officer Start Date: 03/2021 Approximate Total Hours: 80 Approximate Hours During Securities Trading: 40 Duties: Oversee company financial operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Mitsugi Kerkhoff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2020 - Present

SIGMA POINT CAPITAL

RIA

CRD#: 309031

San Diego, CA

Past

May 29, 2019 - October 31, 2019

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA

CRD#: 281593

San Diego, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/18/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2018

Uniform Investment Adviser Law Examination

Current Firm

SIGMA POINT CAPITAL

SIGMA POINT CAPITAL | SIGMA POINT CAPITAL LLC

CRD#: 309031 / SEC#:

California

Registered Investment Advisory firm - (11/3/2025 Termination Requested)

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Contact information

Main Address

San Diego, CA

Mailing Address

5052 Clairemont Dr. #17402, San Diego, CA 92177

Phone number

(858) 324-4991

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Matthew M. Kerkhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Mitsugi Kerkhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGMA POINT CAPITAL

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2018

Current Firm

SIGMA POINT CAPITAL

Contact information

Documents

Red Flags

Company Information

SIGMA POINT CAPITAL

TRUST BUT VERIFY

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