Sierra Madre Partners LLC

Sierra Madre Partners provides discretionary investment management to individual and high‑net‑worth clients, including services for retirement accounts and guidance around IRA rollovers. The brochure states the firm manages about $29.3 million in discretionary assets for roughly 139 clients and delivers portfolio construction, investment policy statements, and ongoing supervision.

The firm follows a global, all‑cap strategy focused on long‑term capital appreciation with generally low turnover, primarily using exchange‑listed equities while reserving the ability to use options, ETFs, convertible securities, margin borrowings and short sales. Research is described as a mix of fundamental and technical analysis, and portfolios may be concentrated or adjusted for sector/asset allocation or client‑imposed restrictions.

Distinctive operational features noted in the brochure include a requirement that clients custody assets with either Interactive Brokers LLC or Charles Schwab & Co., Inc., and the firm’s use of those custodians’ institutional platforms (software, block trading and trading desk access). The brochure also highlights ERISA fiduciary obligations for retirement accounts and discloses an economic incentive related to recommending rollovers of employer plan assets to IRAs, which the firm says it will disclose to clients.