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SIERRA INVESTMENT PARTNERS, INC.
CRD 110954File 801-48848
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.50B
Top 25% of cohort (national)
Discretionary AUM
$5.50B
Clients
120
120 accounts
Employees
9
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 18, 1995
- Principal office
- 101 YGNACIO VALLEY ROAD, SUITE 300, WALNUT CREEK, CA, 94596-4061
- Phone
- 925-941-6300
- Website
- HTTP://WWW.SIERRAINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.50B
- Discretionary AUM
- $5.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 120
- Non-discretionary accounts
- 0
- Total accounts
- 120
- AUM per client
- $45.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 120 | $5.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This 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.