SIERRA CAPITAL LLC
Latest filing: Mar 27, 2025 (92 days ago)
AUM
$1,458,057,160
2% change vs. 1 year ago
-5% change vs. 3 years ago
34% change vs. 5 years ago
192% change vs. 10 years ago
Employee Count
5
-29% change vs. 1 year ago
-17% change vs. 3 years ago
0% change vs. 5 years ago
25% change vs. 10 years ago
Main Office
MIAMI, FL
600 BRICKELL AVENUE, MIAMI, FL, UNITED STATES, 33131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.1 |
| Total | $1.5 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 76 | $1.4 |
| Average HNW AUM | $18,435,544 | |
| Retail Total | 76 | $1.4 |
| Average Retail AUM | $18,435,544 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | NEW YORK-NY-USA | $0.2 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
| JPMORGAN CHASE BANK, N.A. | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.5 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 61% | $0.9 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 4% | $0.1 |
| Other Pools | 25% | $0.4 |
| Cash | 4% | $0.1 |
| Other | 2% | $0.0 |
| Total | 100% | $1.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RAFAEL DELASIERRA | MIAMI | FL | S63|1992-05-04|S65|2019-07-23 | ||||||
| KEVIN HERNANDEZ | MIAMI | FL | S63|2011-11-01|S65|2021-05-17 | ||||||
| NORMAN CHAMORRO | MIAMI | FL | S65|2021-05-20 | ||||||
| MARIA TERESA FELIX CUBERO | MIAMI | FL | S65|2022-07-12 | ||||||
| CARLOS PEDROSO | MIAMI | FL | S63|2004-12-07|S65|2019-09-11 | ||||||
| CHARLES FLYNN | MIAMI | FL | S66|2016-01-22 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.5 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $1.5 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.0 | 2% | 7 | -2 | -29% |
| 2023-04-04 | $1.4 | $0.1 | 6% | 6 | -1 | -17% |
| 2022-04-01 | $1.5 | -$0.1 | -5% | 6 | -1 | -17% |
| 2021-04-05 | $1.3 | $0.1 | 10% | 5 | 0 | 0% |
| 2020-04-01 | $1.1 | $0.4 | 34% | 5 | 0 | 0% |
| 2019-04-01 | $0.9 | $0.6 | 71% | 5 | 0 | 0% |
| 2018-04-02 | $0.5 | $0.9 | 175% | 5 | 0 | 0% |
| 2017-04-01 | $0.5 | $1.0 | 199% | 5 | 0 | 0% |
| 2016-04-01 | $0.5 | $1.0 | 187% | 5 | 0 | 0% |
| 2015-04-01 | $0.5 | $1.0 | 192% | 4 | 1 | 25% |
| 2014-04-01 | $0.3 | $1.2 | 387% | 3 | 2 | 67% |
| 2013-04-01 | $0.2 | $1.2 | 536% | 2 | 3 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, CA-03/01/2016, CO-03/26/2025, CT-03/14/2024, FL-08/12/2019, NY-05/13/2008, TX-03/14/2024, WY-03/26/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV