Sierra Capital LLC

RIASEC RegisteredEst. 2000
Total AUM
$1.6B
Discretionary
$1.5B
96% of AUM
Avg account
$3.7M
Accounts
435
Employees
8
Advisory reps
7

Firm details

Headquarters
Miami, Florida
CRD number
110129
Registered since
June 28, 2000
Website
www.sierracap.com
Custodians
MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI95.2%
  • Charitable Organizations3.06%
  • Insurance Companies0.92%
  • Banking / Thrift Institutions0.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Sierra Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm positions itself as a capital allocator for individual and family clients, offering portfolio management, financial planning and manager selection alongside periodic publications or newsletters. Its fee arrangements include asset-based fees, fixed fees and performance-linked fees, and it provides portfolio management for individuals, small businesses and institutions. Sierra Capital does not describe itself as an ESG-focused manager and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Asset composition

Asset composition: Exchange Traded Equities 63%, Private Funds 24%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Other 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%63%
  • Exchange Traded Equities63%
  • Private Funds24%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%
  • Other2%

Owners & executives

1 of 1

  • Malik Mitchell

    Chief Compliance OfficerCRD 7231124

Contacts

3 of 6
  • Carlos Pedroso

    Carlos Pedroso

    PartnerCRD 4869337

  • Rafael Delasierra

    Rafael Delasierra

    Founding PartnerCRD 2206086

  • Norman Chamorro

    Norman Chamorro

    Vice PresidentCRD 7418595

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 101

Active vs passive

$358M in ETFs

Passive

95%

$341M

Active

4%

$16.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$69M100,53519.28%
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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth