SIERRA MANAGEMENT GROUP

Overview

Sierra Management Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for planning or advisory work. Sierra is not an active ESG investor and does not identify as a multi-state adviser; it also does not position itself as a capital allocator or pension consultant. Beyond client advisory, Sierra participates in sponsor and manager roles for pooled investment vehicles: the firm lists activities as accountant and sponsor, general partner, and managing member of pooled vehicles. That suggests the firm runs or administers private funds in addition to managing client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives