SIERRA INVESTMENT PARTNERS, INC.
Walnut Creek, United States · CRD 110954
SEC-registered investment adviser since 1995 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$5.5bn
- Main clients (by assets)Pension plans 100%
- Websitesierrainv.com
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions
- Others nearbyWalnut Creek, CA, Oak Brook, IL
As an employer
- Staff (Form ADV)9 · 5 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Walnut Creek, CA (main office)United States | about 3 |
| Oak Brook, ILUnited States | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.