SIERRA CAPITAL LLC
SEC RegisteredWe are Sierra Capital Partners
About the firm
Sierra Capital Partners was founded in 1998 as a fee only, Independent Advisor registered with the SEC. The firm provides customized investment advisory services to select families, foundations, and institutional clients, with over $1.7B in assets under management. Their mandate is to fulfill fiduciary duty and always act in the best interests of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment advisory services including portfolio oversight and consolidated reporting for ultra-high-net-worth families, investment management and fiduciary support for foundations, and advisory solutions for banks seeking to evaluate, build, and monitor SBIC investment programs.
Who they serve
Ultra High Net Worth clients, Foundations, and Institutions, including ultra-high-net-worth families, mission-driven organizations, and banks seeking SBIC investment program support.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 76 | $1.5B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $5,000,000 | 1.25% |
| Next $5,000,000 to $10,000,000 | 0.85% |
| Next $10,000,000 to $25,000,000 | 0.75% |
| Next $25,000,000 to $50,000,000 | 0.65% |
| Next $50,000,000 and Above | 0.55% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIERRA CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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