Sierra Crest Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $781M in regulatory assets under management, 0 employees, and 3 accounts.
Assets Under Management
$781M
Employees
—
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
650 MADISON AVENUE, 3RD FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 33.3% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
33.3%
1
2
BDCs
33.3%
1
3
Pooled Investment Vehicles
33.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$781Mas of March 31, 2026
Discretionary100.0%
$781M
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$781M
Total Accounts3
10Y AUM Change+$781M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-15 (-100.0%)
* 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.