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Sierra Capital LLC

Updated today

About

Sierra Capital provides advisory services to a limited number of ultra‑high net worth individuals, institutions, and charitable organizations, and the firm’s brochure specifically lists clients such as pension and profit‑sharing plans, banking institutions, and insurance companies. Its stated offerings include individual portfolio management, financial planning and consulting, performance reporting services, and manager‑of‑managers selection and monitoring.

The firm frames its investment approach around customized Investment Policy Statements and asset allocation, with a disciplined process for selecting and blending third‑party managers and ongoing portfolio monitoring; accounts may be managed on a discretionary or non‑discretionary basis. Sierra Capital’s disclosed investment toolbox extends beyond traditional stocks and bonds to include hedge funds, private equity/credit, structured products, commodities, currencies, margin and options strategies, and the brochure also describes the availability of performance‑based fee arrangements and side letters for qualifying clients.

Noteworthy items in the brochure that differ from many peers include its relatively large assets under management per advisor and a described client mix that includes a significant non‑U.S. component and institutional counterparties uncommon for similar team firms. The firm also discloses acting as general partner for named late‑stage venture funds (with fund administrative expenses passed pro rata) and says allocations to those funds are subject to suitability review and disclosure, which the brochure identifies as a potential conflict that the firm manages.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed flat fees offered as part of advisory and consulting services.

Percentage

$0 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 0.85% $10,000,000 - $25,000,000: 0.75% $25,000,000 - $50,000,000: 0.65% $50,000,000+: 0.55%

Performance-based

Performance-based fees charged on a percentage of net gains, client must meet minimum account size and sign agreement acknowledging conflict of interest.

Subscriptions

Some clients pay separate, negotiable consolidated reporting or supervision fees, either fixed or asset-based.

Other

Account minimum: $10,000,000 Fee-only: Fixed flat fees available; fees negotiable based on client circumstances.

Main office

600 Brickell Avenue, Ste. 2020

Miami FL 33131

Advisors at this office

8

Most active in

California · Colorado · Connecticut · Florida · New York · Texas · Wyoming

Also doing business as

Pangea Advisors · Pangea Asesores · Sierra Capital LLC · Sierra Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Norman C

Series 65

Miami, FL

Sierra Capital LLC

Norman Chamorro is a financial advisor with Sierra Capital LLC in Miami, FL, holding a Series 65 designation and five years of industry experience. He has been with Sierra Capital since 2015, including a prior period with Pangea Asesores LLC from 2019 to 2021. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm’s investment approach includes a disciplined process for selecting third-party managers and portfolio monitoring, utilizing a broad range of investment strategies and serving a notable client base that includes institutional and international investors.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Kevin H

Series 63, Series 65

Miami, FL

Sierra Capital LLC

Kevin Hernandez is a financial advisor at Sierra Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sierra Capital in two separate periods totaling ten years, with a one-year tenure at Afar Capital in between. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach with an emphasis on asset allocation, utilizing a broad range of investment instruments and strategies to implement client policies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Leonardo C

Series 65

Miami, FL

Sierra Capital LLC

Leonardo Chico Reyes is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. His work history includes roles at Sierra Capital Partners and academic positions at Northwestern University and Tecnologico de Monterrey. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm employs a disciplined investment approach using diverse asset classes and serves both domestic and international clients, including institutional counterparties.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Carlos P

Series 63, Series 65

Miami, FL

Sierra Capital LLC

Carlos Pedroso is a financial advisor at Sierra Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Pedroso has been associated with Sierra Capital since 2007. Sierra Capital provides advisory services to a select group of ultra-high net worth individuals, institutions, and charitable organizations, including pension plans, banking institutions, and insurance companies. The firm emphasizes customized investment policy statements, asset allocation, and manager-of-managers selection, utilizing a broad range of investment strategies beyond traditional equities and fixed income.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Maria Teresa F

Series 65

Miami, FL

Sierra Capital LLC

Maria Teresa Felix Cubero is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. Her background includes roles at International Finance Bank and Sabadell Bank, as well as academic experience at Universidad de Valencia and the University of North Carolina. She also pursued full-time education, completing an MBA and studying for the CFA exam. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and corporate clients, employing a manager-of-managers approach that incorporates diverse investment strategies and asset classes. The firm manages approximately $1.5 billion in client assets and has expertise in international and Latin American capital markets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Rafael D

Series 63, Series 65

Miami, FL

Sierra Capital LLC

Rafael Delasierra III is a financial advisor at Sierra Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. He has been associated with Sierra Capital since 1998. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach and emphasizes asset allocation, using a broad range of instruments and strategies to implement investment policies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Rene N

Series 63, Series 65

Miami, FL

Sierra Capital LLC

Rene Negron is a financial advisor with Sierra Capital LLC in Miami, FL, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions with BigSur Partners LLC, KKR & Co, and Evercore Group LLC. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, focusing on customized investment policy statements, asset allocation, and manager-of-managers selection. The firm’s investment approach incorporates a range of asset classes and strategies, including hedge funds, private equity, commodities, and options, and serves a client base that includes significant non-U.S. and institutional counterparts.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
user avatar

Charles F

CFA®, Series 66

Miami, FL

Sierra Capital LLC

Charles Flynn is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sierra Capital LLC since 2021 and previously spent five years with UBS Financial Services Inc. in various roles. Sierra Capital serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach and a broad range of investment strategies to implement client policies, managing approximately $1.5 billion in assets with a notable focus on international and Latin American capital markets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Founder/Business Owner
View complete list of advisors at this firm
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