|
⚲
|
| Keyboard |
| Sierra Summit Advisors LLC
✚
|
|
|---|---|
| CRD # | 328151 |
| SEC # | 801-128786 |
| CIK # | 0002012614 |
| AUM | 780.8 M (2026-02-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-652-5070 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012614 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.0 | ||
| Astera Labs Inc | 44.7 | ||
| Micron Technology Inc | 35.3 | ||
| Alphabet Inc | 31.1 | ||
| Apple Inc | 30.9 | ||
| Marvell Technology Inc | 28.8 | ||
| Robinhood Markets Inc | 24.8 | ||
| Lilly Eli & Co | 23.9 | ||
| Lam Research Corp | 23.0 | ||
| Tesla Motors Inc | 22.8 | ||
| GE Vernova Inc | 22.3 | ||
| Citigroup Inc | 20.8 | ||
| GS Acquisition Holdings Corp | 20.8 | ||
| Amazon Com Inc | 19.6 | ||
| Lumentum Holdings Inc | 18.6 | ||
| Teradyne Inc | 17.3 | ||
| Shopify Inc | 17.2 | ||
| Social Capital Hedosophia Holdings Corp V | 16.1 | ||
| Reddit Inc | 15.7 | ||
| Arista Networks Inc | 15.2 | ||
| Facebook Inc | 15.1 | ||
| Steel Dynamics Inc | 15.0 | ||
| Entegris Inc | 15.0 | ||
| Quanta Services Inc | 14.8 | ||
| Synopsys Inc | 13.6 | ||
| Applovin Corp | 12.8 | ||
| Alnylam Pharmaceuticals Inc | 12.5 | ||
| Walt Disney Co | 12.2 | ||
| SVF Investment Corp 3 | 11.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 135 | 710.3 |
| (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 | 15.6 |
| (h) Charitable organizations | 10 | 35.7 |
| (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 | 6 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 780.8 |
| By Discretionary | ||
| Discretionary | 479 | 777.5 |
| Non-Discretionary | 5 | 3.3 |
| Total | 484 | 780.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.8 | |
| Total | 484 | 780.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012614] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Augustine Asset Management Inc
✚
|
FL | 783.3 M |
|
Harfst and Associates Inc
✚
|
WY | 783.2 M |
|
Old Port Advisors Inc
✚
|
ME | 782.8 M |
|
Amerant Investments Inc
✚
|
FL | 782.4 M |
|
Clarity Capital KCPS Ltd
✚
|
782.3 M | |
|
Factor Wealth Management Ltd
✚
|
IL | 781.0 M |
|
Portfolio Medics LLC
✚
|
FL | 780.5 M |
|
DSG Capital Advisors LLC
✚
|
MN | 780.3 M |
|
Lipe & Dalton Inc
✚
|
NY | 779.9 M |
|
Ramsay Stattman Vela & Price Inc
✚
|
CO | 778.5 M |