Sierra Capital LLC

RIASEC RegisteredEst. 2000

Total AUM

$1.6B

Discretionary

$1.5B

96% of AUM

Avg account

$3.7M

Accounts

435

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 110129
Registered since: June 28, 2000
Website: www.sierracap.com
Custodians: MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI95.2%
Charitable Organizations3.06%
Insurance Companies0.92%
Banking / Thrift Institutions0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Sierra Capital LLC is an independent registered investment adviser organized as an LLC and operating since 2000. The firm serves individual and family clients and describes itself as a capital allocator that supplements in-house portfolio management with selection of outside managers. Its advisory services cover financial planning and portfolio management for individuals, small businesses and institutions, plus selection of other advisers and the publication of newsletters. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm does not position itself as an ESG investor and is not designated as a multi-state or pension consultant adviser.