A complete list of active advisors currently associated with Sierra Capital LLC
Warmer can help you find a great advisor at Sierra Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sierra Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 5
| |
Miami, FL
| 0
| |
Miami, FL
| 9
| |
Miami, FL
| 4
| |
Miami, FL
| 9
| |
Miami, FL
| 4
| |
Miami, FL
| 6
| |
Miami, FL
| 7
|
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