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SIERRA CREST INVESTMENT MANAGEMENT LLC

CRD 300069 · SEC 801-114566

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

650 MADISON AVENUE, 3RD FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$781.1M

Discretionary AUM

$781.1M

Team

0 total employees; 0 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Verify reputation

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  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

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Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Investment companies1$203.6M
Business development companies1$523.6M
Pooled investment vehicles1$53.9M

Official SEC filing: View on IAPD