Key facts
- SIERRA ASSET MANAGEMENT is a other based in OAKHURST, CA.
- SIERRA ASSET MANAGEMENT reports $4.4M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 108685- Regulatory AUM
- $4.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- OAKHURST, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SAM ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SIERRA ASSET MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SIERRA ASSET MANAGEMENT's AUM?
- SIERRA ASSET MANAGEMENT manages approximately $4.4M in assets.