SIERRA CAPITAL LLC

CRD 110129File 801-57691

APPROVED

Retail clients

Custody

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.61B

Top 25% of cohort (national)

Discretionary AUM

$1.54B

Non-discretionary $68.4M

Clients

435 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 28, 2000
Principal office: 600 BRICKELL AVENUE, STE. 2020, MIAMI, FL, 33131
Phone: 212-867-3533
Website: HTTPS://WWW.SIERRACAP-ESP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.61B
Discretionary AUM: $1.54B
Non-discretionary AUM: $68.4M
Discretionary accounts: 406
Non-discretionary accounts: 29
Total accounts: 435
AUM per client: $21.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$14.9M
Charitable organizations	Fewer than 5	$49.3M
High net worth individuals	76	$1.53B
Banking or thrift institutions	Fewer than 5	$13.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.