Sierra Investment Partners, Inc.

RIASEC RegisteredEst. 1995

Total AUM

$5.5B

Discretionary

$5.5B

100% of AUM

Avg account

$45.9M

Accounts

120

Employees

9

Advisory reps

4

Firm details

Headquarters: Walnut Creek, California
CRD number: 110954
Registered since: May 18, 1995
Website: sierrainv.com
Custodians: U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, MIDWEST INSTITUTIONAL, BNY
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sierra Investment Partners, Inc. is an institutional registered investment adviser founded and SEC-registered in 1995. The firm is owned by an individual and concentrates on serving institutional clients, offering portfolio management specifically for businesses and other institutional entities. Its fee model is based on a percentage of assets under management. Sierra identifies as an active ESG investor and reports that it does not function as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
US Government Bonds11%
Non-Investment Grade Corp Bonds10%
Investment Grade Corp Bonds9%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Denise Suihkonen
SVP, CFO, CCOCRD 6278764
Bruce Dereschuk
President, CEOCRD 4387827
James Anisi
Senior Vice President & Chief Investment OfficerCRD 8024082

Contacts

1 of 1

James Mcguire
Vice President, PrincipalCRD 4387948

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Walnut Creek, CA

Contra Costa

Location

Walnut Creek, CA

Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Contra Costa
Address: 101 Ygnacio Valley Rd
Time zone: PT (UTC-8)
Office locations

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