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| Happy Holidays!! thanks for using AUM13F!! |
| Sierra Investment Management LLC
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| CRD # | 106615 |
| SEC # | 801-42954 |
| CIK # | 0001539154, 0001857137 |
| AUM | $385.1 M (2025-03-31) |
| Employees | 31 (26% Investors, 3% Brokers) |
| Phone | 310-452-1887 |
| Address | 3420 Ocean Park Blvd, Ste 3060 Santa Monica, CA 90405 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 90.5 |
| (b) Individuals (high net worth individuals) | 98 | 258.3 |
| (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 | 9 | 16.0 |
| (h) Charitable organizations | 2 | 1.0 |
| (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 | 4 | 2.9 |
| (n) Other | 8 | 16.4 |
| Total | 832 | 385.1 |
| By Discretionary | ||
| Discretionary | 832 | 385.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 385.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.1 | |
| Total | 832 | 385.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001857137] |
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