RIO SIERRAS LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
333376
Registered since
October 1, 2024

Firm profile

FINTRX

Overview

RIO Sierras LP is a limited partnership that registered with the SEC in 2024 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is classified as an “Other Financial Product Salesperson” and lists its principal activity as sponsoring and managing private pooled funds rather than acting as a traditional retail investment adviser. It is organized under individual ownership, is not positioned as a capital allocator, and does not identify itself as an active ESG investor or multi-state adviser. The firm’s registry and activity profile point to a focus on structuring, raising and managing private investment vehicles. Its role as sponsor, GP and managing member signals an emphasis on originating transactions, setting fund terms, and taking board or management roles in portfolio companies rather than offering discretionary public-asset management to retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • James Beecherl

    ManagerCRD 7987783

  • Louis Beecherl

    ManagerCRD 7987797

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5950 Cedar Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth