Sierra Crest Investment Management LLC
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Learn more about Sierra Crest Investment Management LLC
Overview
Sierra Crest Investment Management LLC is an advisory company based in New York, New York. Sierra Crest Investment Management LLC manages $1.1 billion in assets throughout three accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 18 financial advisors. Sierra Crest Investment Management LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as stocks, bonds and options.
Sierra Crest Investment Management LLC administers all of its client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without requiring client approval. Sierra Crest Investment Management LLC oversees an average of $382.1 million for every customer account. The typical advisor at Sierra Crest Investment Management LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is located at 650 Madison Avenue, 23Rd Floor, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sierra Crest Investment Management LLC by the Numbers
$1.1 billion
49
3
$382.1 million
Fee Structure
Fees charged by financial advisors largely vary depending on which service is provided. However, fee types charged by Sierra Crest Investment Management LLC likely are comprised of the following fee types: asset-based or performance-based. Sierra Crest Investment Management LLC does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies, business development companies and pooled investment vehicles. Out of its three customers, Sierra Crest Investment Management LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sierra Crest Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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