| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert George Schweiss Control | Chief Executive Officer | Under 5% | 2021 |
| Annalisa Donati Control | Chief Financial Officer | Under 5% | 2024 |
| David Chandler Wright Control | Managing Member | Under 5% | 2024 |
Sierra Investment Management, LLC reports $385.1 million in regulatory assets under management on its Form ADV.
Sierra Investment Management, LLC reports 31 employees.
Sierra Investment Management, LLC is based in Santa Monica, CA and has been SEC-registered since 1992.
Sierra Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405 |
| Phone | 310-452-1887 |
| Fax | 310-452-2680 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1539154 |
| Discloses disciplinary history | No |
| Discretionary | $385.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $385.1M |