SIERRA MADRE PARTNERS LLC

Overview

Sierra Madre Partners LLC is a small, fee-based wealth advisor that focuses on portfolio management for individual and small business clients. The firm charges a percentage of AUM and runs a deliberately equity-heavy strategy: exchange-traded equities make up the dominant slice of client portfolios. The adviser is not an active ESG investor and does not position itself as a multi-state or pension consultant; its client base is primarily individual and family investors seeking managed equity exposure alongside select credit and real estate allocations. Custody choices and the emphasis on exchange-traded instruments suggest a preference for liquid, tradable instruments and the ability to implement both core passive ETF exposure and more tactical, individually traded equity positions.

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