RIO SIERRAS LP
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 333376
- Registered since
- October 1, 2024
Firm profile
FINTRXOverview
RIO Sierras LP is a limited partnership that registered with the SEC in 2024 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is classified as an “Other Financial Product Salesperson” and lists its principal activity as sponsoring and managing private pooled funds rather than acting as a traditional retail investment adviser. It is organized under individual ownership, is not positioned as a capital allocator, and does not identify itself as an active ESG investor or multi-state adviser. The firm’s registry and activity profile point to a focus on structuring, raising and managing private investment vehicles. Its role as sponsor, GP and managing member signals an emphasis on originating transactions, setting fund terms, and taking board or management roles in portfolio companies rather than offering discretionary public-asset management to retail clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2James Beecherl
ManagerCRD 7987783
Louis Beecherl
ManagerCRD 7987797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5950 Cedar Springs Rd
- Time zone
- CT (UTC-6)
- Office locations
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