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SIERRA CAPITAL LLC

CRD 110129 · SEC 801-57691

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600 BRICKELL AVENUE, STE. 2020, MIAMI, FL, 33131, United States

Phone

212-867-3533

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.61B

Discretionary AUM

$1.54B

Team

8 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
High net worth individuals76$1.53B

States served

CA, CO, NY, WY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD