Sierra Capital LLC
Sierra Capital LLC is an SEC-registered investment adviser headquartered in Miami, Florida. The firm specializes in managing investment portfolios on behalf of high net worth individuals, charitable organizations, and insurance companies. As of March 2025, Sierra Capital manages approximately $1.5 billion in assets and employs 5 professionals. The firm adheres to compliance standards for SEC-registered advisers and primarily serves private client investors.
Investment Strategy
Sierra Capital provides tailored portfolio management services focused on diversified investment strategies for high net worth individuals, charitable organizations, and select institutional clients. The firm employs an active management approach, investing in a mix of public equities, ETFs, and fixed income instruments, with a strong emphasis on risk management and disciplined asset allocation. Each portfolio is customized according to the client's financial goals, risk tolerance, and investment horizon.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 7.16% | $62.1M | 109,265 | $415.83 | $568.03 | +$2.9M |
B BRK-B | Berkshire Hathaway Inc. Class B | 2.81% | $24.3M | 50,038 | $284.88 | $485.77 | -$7.1M |
A AAPL | Apple | 2.58% | $22.4M | 109,055 | $178.42 | $205.17 | -$2.2M |
V VO | Vanguard Mid-Cap ETF | 1.85% | $16.0M | 57,159 | $237.45 | $279.83 | +$946.0K |
A AMZN | Amazon Com Inc | 1.71% | $14.8M | 67,632 | $150.07 | $219.39 | +$1.9M |