|
⚲
|
| Sierra Capital LLC
✚
| |
|---|---|
| CRD # | 110129 |
| SEC # | 801-57691 |
| CIK # | 0001787274, 0001721534 |
| AUM | $1.4 BB (2024-03-14) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 212-867-3533 |
| Address | 600 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| BAC | 278,315.2 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 1,367.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 32.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 26.3 |
| (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 | 517 | 1,425.5 |
| By Discretionary | ||
| Discretionary | 488 | 1,312.5 |
| Non-Discretionary | 29 | 113.0 |
| Total | 517 | 1,425.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 709.5 | |
| United States Persons | 716.0 | |
| Total | 517 | 1,425.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001721534] | |
| 13F-HR | [0001787274] |
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