SIERRA CAPITAL LLC
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
FINTRXOverview
Sierra Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its advisory offerings span financial planning, discretionary portfolio management for individuals and small businesses, institutional and business portfolios, manager selection, and the publication of periodic investment commentary. Fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Sierra Capital does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Private Funds25%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- Other2%
Contacts
3 of 6CARLOS PEDROSO
PartnerCRD 4869337
RAFAEL DELASIERRA
Founding PartnerCRD 2206086
NORMAN CHAMORRO
Vice PresidentCRD 7418595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$318M in ETFs
95%
$301M
4%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $60.5M | 101,238 | 19.05% |
Location
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 600 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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