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| Sierra Investment Management LLC
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|---|---|
| CRD # | 106615 |
| SEC # | 801-42954 |
| CIK # | 0001857137, 0001539154 |
| AUM | 360.9 M (2026-05-06) |
| Employees | 34 (24% Investors, 6% 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) | 193 | 75.7 |
| (b) Individuals (high net worth individuals) | 101 | 259.3 |
| (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 | 7 | 12.3 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 3 | 2.1 |
| (n) Other | 7 | 10.8 |
| Total | 759 | 360.9 |
| By Discretionary | ||
| Discretionary | 759 | 360.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 759 | 360.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.9 | |
| Total | 759 | 360.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001857137] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
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