SIERRA INVESTMENT PARTNERS, INC.
CRD #110954 SEC #801-48848 WALNUT CREEK, CA 925-941-6300
SEC Registered
Total AUM
$5.5B
Discretionary
$5.5B
Employees
9
Clients
0
Accounts
120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.5B | $5.5B | $0 | 9 | 0 |
| Apr 2025 | $5.6B | $5.6B | $0 | 9 | 0 |
| Dec 2024 | $5.6B | $5.6B | $0 | 9 | 0 |
| Jul 2024 | $4.6B | $4.6B | $0 | 8 | 0 |
| Dec 2023 | $4.6B | $4.6B | $0 | 8 | 0 |
| Aug 2023 | $4.2B | $4.2B | $0 | 8 | 0 |
| Dec 2022 | $4.2B | $4.2B | $0 | 8 | 0 |
| Jun 2022 | $5.4B | $5.4B | $0 | 8 | 0 |
| Dec 2021 | $5.4B | $5.4B | $0 | 8 | 0 |
| Feb 2021 | $4.4B | $4.4B | $0 | 8 | 0 |
| Dec 2020 | $4.4B | $4.4B | $0 | 8 | 0 |
| Dec 2020 | $4.4B | $4.4B | $0 | 8 | 0 |
| Nov 2019 | $3.8B | $3.8B | $0 | 8 | 0 |
| Dec 2018 | $3.9B | $3.9B | $0 | 8 | 0 |
| May 2018 | $3.8B | $3.8B | $0 | 9 | 0 |
| Dec 2017 | $3.8B | $3.8B | $0 | 9 | 0 |
| Aug 2017 | $3.4B | $3.4B | $0 | 9 | 26 |
| Apr 2017 | $3.4B | $3.4B | $0 | 9 | 26 |
| Mar 2017 | $3.4B | $3.4B | $0 | 9 | 26 |
| Nov 2016 | $3.4B | $3.4B | $0 | 9 | 26 |
| Apr 2016 | $3.3B | $3.3B | $0 | 8 | 26 |
| Dec 2015 | $3.3B | $3.3B | $0 | 8 | 26 |
| Nov 2015 | $3.3B | $3.3B | $0 | 8 | 26 |
| Nov 2014 | $3.3B | $3.3B | $0 | 8 | 26 |
| Apr 2014 | $3.4B | $3.4B | $0 | 8 | 26 |
| Apr 2014 | $3.4B | $3.4B | $0 | 9 | 26 |
| Jan 2014 | $3.3B | $3.3B | $0 | 9 | 26 |
| Dec 2013 | $3.3B | $3.3B | $0 | 9 | 26 |
| Dec 2013 | $3.3B | $3.3B | $0 | 9 | 26 |
| Jun 2013 | $3.1B | $3.1B | $0 | 9 | 26 |
| May 2013 | $3.1B | $3.1B | $0 | 9 | 26 |
| May 2013 | $3.1B | $3.1B | $0 | 9 | 26 |
| Dec 2012 | $2.8B | $2.8B | $0 | 9 | 26 |
| Jun 2012 | $2.5B | $2.5B | $0 | 6 | 26 |
| May 2012 | $2.5B | $2.5B | $0 | 6 | 26 |
| Feb 2012 | $2.5B | $2.5B | $0 | 6 | 26 |
| Jan 2012 | $2.5B | $2.5B | $0 | 6 | 26 |
| Dec 2011 | $2.5B | $2.5B | $0 | 6 | 26 |
| Dec 2010 | $2.7B | $2.7B | $0 | 10 | -- |
| Oct 2007 | $2.9B | $2.9B | $0 | 10 | -- |
| Mar 2007 | $2.7B | $2.7B | $0 | 10 | -- |
| Jan 2007 | $2.7B | $2.7B | $0 | 10 | -- |
| Dec 2005 | $2.3B | $2.3B | $0 | 10 | -- |
| Jan 2005 | $2B | $2B | $0 | 10 | -- |
| Dec 2003 | $1.7B | $1.7B | $0 | 10 | -- |
| Dec 2003 | $1.4B | $1.4B | $0 | 10 | -- |
| May 2002 | $1.5B | $1.5B | $0 | 10 | -- |
DateDec 2025
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees9
Clients0
DateApr 2025
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees9
Clients0
DateAug 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees9
Clients26
DateApr 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees9
Clients26
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees9
Clients26
DateNov 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees9
Clients26
DateApr 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients26
DateDec 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients26
DateNov 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients26
DateNov 2014
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients26
DateApr 2014
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees8
Clients26
DateApr 2014
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees9
Clients26
DateJan 2014
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees9
Clients26
DateDec 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees9
Clients26
DateDec 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees9
Clients26
DateJun 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees9
Clients26
DateMay 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees9
Clients26
DateMay 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees9
Clients26
DateDec 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees9
Clients26
DateJun 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients26
DateDec 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients26
DateDec 2010
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--