WALNUT CREEK, CACRD 110954Latest ADV March 31, 2026
Sierra Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 31, 2026, reports $5.5B in regulatory assets under management, 9 employees, 2 offices, and 120 accounts.
Assets Under Management
$5.5B
Employees
9
Offices
2 offices
Total Clients
120
Primary office
WALNUT CREEK, CA
101 YGNACIO VALLEY ROAD, SUITE 300, WALNUT CREEK, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
120
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 31, 2026
Discretionary100.0%
$5.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.5B
Total Accounts120
10Y AUM Change+$2.1B (+62.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.