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Building 2SIERRA CAPITAL LLC

Map pinMIAMI, FL
Phone212-867-3533
NotebookSEC #801-57691
Total AUM
$1.6B
Employees
8
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 BRICKELL AVENUE
STE. 2020
MIAMI
FL 33131
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
212-867-3533

ReceiptFinancials

Total AUM
$1.6B
Accounts
435
Discretionary
$1.5B
Accounts
406
Non-Discretionary
$68.4M
Accounts
29

ContactClients

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HNW Individual Clients
76
AUM
$1.5B
Banking Clients
1
AUM
$13.1M
Charitable Organization Clients
1
AUM
$49.3M
Insurance Company Clients
1
AUM
$14.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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