Sierra Capital Partners provides customized investment advisory, services to select families, foundations, and institutional clients.
1998
Year Founded
$1.7B+*
Assets Under Management
GLOBAL
Perspective
FIDUCIARY
Focus
Sierra Capital Partners was founded in 1998 as a fee only, Independent Advisor registered with the SEC*. We serve and defend the interests of Ultra High Net Worth clients, Foundations, and Institutions across the financial industry minimizing conflict of interest, bias, and allegiance to any manager, custodian, bank or broker-dealer. Our mandate is to fulfill our fiduciary duty and always act in the best interests of our clients.
*Assets under management as of March 2026 as per our ADV.
*Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement or approval by the SEC.
Our Clients
Families
Investment advisory, portfolio oversight, and consolidated reporting for ultra-high-net-worth families.
Foundations
Investment management and fiduciary support for foundations and mission-driven organizations.
Institutions - SBIC
Advisory solutions for banks seeking to evaluate, build, and monitor SBIC investment programs.