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Sierra Ocean, LLC

● SEC registered since 2021CRD 313829SEC# 801-121123Ripon, CA
Export (members)
Reg. AUM
$446.6M
Employees
7
Accounts
544
Location
Ripon, CA

Sierra Ocean, LLC assets under management

Sierra Ocean, LLC is an investment advisory firm registered with the SEC based in Ripon, CA. The firm has been registered since 2021. It reports $446.6 million in regulatory assets under management and employs 7 people.
www.facebook.com/sierra.oceanView on SEC.gov ↗

Sierra Ocean, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Scott Burrow ControlManager And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Sierra Ocean, LLC manage?

Sierra Ocean, LLC reports $446.6 million in regulatory assets under management on its Form ADV.

How many employees does Sierra Ocean, LLC have?

Sierra Ocean, LLC reports 7 employees.

Where is Sierra Ocean, LLC located?

Sierra Ocean, LLC is based in Ripon, CA and has been SEC-registered since 2021.

Does Sierra Ocean, LLC disclose fund performance?

Sierra Ocean, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address521 N Wilma Avenue, Suite C, Ripon, CA 95366
Phone209-232-7100
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$258M
Non-discretionary$188.5M
Total (RAUM)$446.6M