Sierra Madre Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,266,178
Clients
139
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
139
Very HighAverage account size
$210,548
About
Sierra Madre Partners provides discretionary investment management to individual and high‑net‑worth clients, including services for retirement accounts and guidance around IRA rollovers. The brochure states the firm manages about $29.3 million in discretionary assets for roughly 139 clients and delivers portfolio construction, investment policy statements, and ongoing supervision.
The firm follows a global, all‑cap strategy focused on long‑term capital appreciation with generally low turnover, primarily using exchange‑listed equities while reserving the ability to use options, ETFs, convertible securities, margin borrowings and short sales. Research is described as a mix of fundamental and technical analysis, and portfolios may be concentrated or adjusted for sector/asset allocation or client‑imposed restrictions.
Distinctive operational features noted in the brochure include a requirement that clients custody assets with either Interactive Brokers LLC or Charles Schwab & Co., Inc., and the firm’s use of those custodians’ institutional platforms (software, block trading and trading desk access). The brochure also highlights ERISA fiduciary obligations for retirement accounts and discloses an economic incentive related to recommending rollovers of employer plan assets to IRAs, which the firm says it will disclose to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually
Fee-only: Fee-only advisory firm, compensated solely by the Client via advisory fees
Main office location
Sierra Madre Partners LLC
17777 Center Court Drive North, Suite 600
Cerritos CA 90703, United States
Number of offices
1
Most active in
Sierra Madre Partners LLC has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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