SIERRA INVESTMENT MANAGEMENT, LLC
CRD #106615 SEC #801-42954 SANTA MONICA, CA 310-452-1887
SEC Registered
Total AUM
$385.1M
Discretionary
$385.1M
Employees
31
Clients
1
Accounts
832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $385.1M | $385.1M | $0 | 31 | 0 |
| Mar 2025 | $385.1M | $385.1M | $0 | 31 | 0 |
| Oct 2024 | $388.1M | $388.1M | $0 | 31 | 0 |
| Oct 2024 | $388.1M | $388.1M | $0 | 31 | 0 |
| Sep 2024 | $388.1M | $388.1M | $0 | 51 | 0 |
| Jul 2024 | $388.1M | $388.1M | $0 | 51 | 0 |
| Mar 2024 | $388.1M | $388.1M | $0 | 51 | 0 |
| Sep 2023 | $415.6M | $415.6M | $0 | 40 | 0 |
| Mar 2023 | $415.6M | $415.6M | $0 | 40 | 0 |
| Jul 2022 | $495.1M | $495.1M | $0 | 40 | 0 |
| Mar 2022 | $495.1M | $495.1M | $0 | 40 | 0 |
| Nov 2021 | $516.7M | $516.7M | $0 | 38 | 0 |
| Mar 2021 | $516.7M | $516.7M | $0 | 38 | 0 |
| Jun 2020 | $497.7M | $497.7M | $0 | 36 | 0 |
| Mar 2020 | $497.7M | $497.7M | $0 | 36 | 0 |
| Mar 2019 | $488.5M | $488.5M | $0 | 35 | 0 |
| Mar 2018 | $560.2M | $560.2M | $0 | 33 | 0 |
| Mar 2017 | $561.7M | $561.7M | $0 | 31 | 500 |
| Sep 2016 | $562.6M | $562.6M | $0 | 26 | 500 |
| Sep 2016 | $562.6M | $562.6M | $0 | 26 | 500 |
| Jun 2016 | $562.6M | $562.6M | $0 | 25 | 500 |
| Jun 2016 | $562.6M | $562.6M | $0 | 25 | 500 |
| Mar 2016 | $562.6M | $562.6M | $0 | 25 | 500 |
| Mar 2016 | $562.6M | $562.6M | $0 | 25 | 500 |
| Mar 2015 | $462.5M | $462.5M | $0 | 17 | 500 |
| Mar 2014 | $652.3M | $652.3M | $0 | 12 | 500 |
| Mar 2013 | $717M | $717M | $0 | 15 | 500 |
| Mar 2012 | $663.1M | $663.1M | $0 | 11 | 500 |
| Apr 2011 | $672.1M | $672.1M | $0 | -- | -- |
| Mar 2008 | $415.5M | $415.5M | $0 | 10 | -- |
| Aug 2007 | $489.8M | $489.8M | $0 | 10 | -- |
| Feb 2007 | $489.8M | $489.8M | $0 | 10 | -- |
| Feb 2006 | $454.9M | $454.9M | $0 | 10 | -- |
| Dec 2005 | $450.6M | $450.6M | $0 | 10 | -- |
| Nov 2005 | $402.4M | $402.4M | $0 | 10 | -- |
| Sep 2005 | $402.4M | $402.4M | $0 | 10 | -- |
| Jun 2005 | $402.4M | $402.4M | $0 | 10 | -- |
| Feb 2005 | $375.4M | $375.4M | $0 | 10 | -- |
DateDec 2025
Total AUM$385.1M
Discretionary$385.1M
Non-Disc.$0
Employees31
Clients0
DateMar 2025
Total AUM$385.1M
Discretionary$385.1M
Non-Disc.$0
Employees31
Clients0
DateOct 2024
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees31
Clients0
DateOct 2024
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees31
Clients0
DateSep 2024
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees51
Clients0
DateJul 2024
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees51
Clients0
DateMar 2024
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees51
Clients0
DateSep 2023
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees40
Clients0
DateMar 2023
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees40
Clients0
DateJul 2022
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees40
Clients0
DateNov 2021
Total AUM$516.7M
Discretionary$516.7M
Non-Disc.$0
Employees38
Clients0
DateMar 2021
Total AUM$516.7M
Discretionary$516.7M
Non-Disc.$0
Employees38
Clients0
DateJun 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees36
Clients0
DateMar 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees36
Clients0
DateMar 2019
Total AUM$488.5M
Discretionary$488.5M
Non-Disc.$0
Employees35
Clients0
DateMar 2018
Total AUM$560.2M
Discretionary$560.2M
Non-Disc.$0
Employees33
Clients0
DateMar 2017
Total AUM$561.7M
Discretionary$561.7M
Non-Disc.$0
Employees31
Clients500
DateSep 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees26
Clients500
DateSep 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees26
Clients500
DateJun 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees25
Clients500
DateJun 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees25
Clients500
DateMar 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees25
Clients500
DateMar 2016
Total AUM$562.6M
Discretionary$562.6M
Non-Disc.$0
Employees25
Clients500
DateMar 2015
Total AUM$462.5M
Discretionary$462.5M
Non-Disc.$0
Employees17
Clients500
DateMar 2014
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees12
Clients500
DateMar 2013
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees15
Clients500
DateMar 2012
Total AUM$663.1M
Discretionary$663.1M
Non-Disc.$0
Employees11
Clients500
DateApr 2011
Total AUM$672.1M
Discretionary$672.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$415.5M
Discretionary$415.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$454.9M
Discretionary$454.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$450.6M
Discretionary$450.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$402.4M
Discretionary$402.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$402.4M
Discretionary$402.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$402.4M
Discretionary$402.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees10
Clients--