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Building 2SIERRA CREST INVESTMENT MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-891-2880
NotebookSEC #801-114566
Total AUM
$781.1M
Employees
0
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 MADISON AVENUE
3RD FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-891-2880

ReceiptFinancials

Total AUM
$781.1M
Accounts
3
Discretionary
$781.1M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$203.6M
Business Development Company Clients
1
AUM
$523.6M
Pooled Vehicle Clients
1
AUM
$53.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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