Sierra Crest Investment Management LLC

RIASEC RegisteredEst. 2019

Total AUM

$781M

Discretionary

$781M

100% of AUM

Avg account

$260M

Accounts

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 300069
Registered since: January 30, 2019
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies67.04%
Investment Companies26.06%
Pooled Investment Vehicles6.9%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sierra Crest Investment Management LLC is an SEC-registered investment adviser organized as an LLC (registered in 2019) that operates as a manager of securitized-asset strategies and related pooled vehicles. The firm serves an institutional client base and performs portfolio management for investment companies and pooled investment vehicles. Its regulatory/business activities include acting as a CPO/CTA and participating as sponsor/GP or managing member of funds; industry affiliations list broker-dealer and insurance-company connections as well. Compensation is a combination of a percentage-of-AUM fee and performance-based fees. The firm is not identified as an active ESG investor and is not operating as a multistate adviser per the available data.