SIERRA OCEAN, LLC
CRD #313829 SEC #801-121123 RIPON, CA 209-232-7100
SEC Registered
Total AUM
$446.6M
Discretionary
$258M
Employees
7
Clients
51
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $446.6M | $258M | $188.5M | 7 | 0 |
| Mar 2025 | $446.6M | $258M | $188.5M | 7 | 0 |
| Apr 2024 | $395.1M | $223.1M | $172M | 3 | 0 |
| Mar 2024 | $395.1M | $223.1M | $172M | 3 | 0 |
| Jun 2023 | $330.2M | $173.2M | $156.9M | 3 | 0 |
| Apr 2023 | $330.2M | $173.2M | $156.9M | 3 | 0 |
| Apr 2023 | $330.2M | $173.2M | $156.9M | 3 | 0 |
| Mar 2023 | $330.2M | $173.2M | $156.9M | 3 | 0 |
| Mar 2023 | $330.2M | $173.2M | $156.9M | 3 | 0 |
| Nov 2022 | $269.9M | $164.6M | $105.3M | 4 | 0 |
| Apr 2022 | $269.9M | $164.6M | $105.3M | 4 | 0 |
| Mar 2022 | $269.9M | $164.6M | $105.3M | 4 | 0 |
| Aug 2021 | $137M | $129M | $8M | 2 | 6 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$446.6M
Discretionary$258M
Non-Disc.$188.5M
Employees7
Clients0
DateMar 2025
Total AUM$446.6M
Discretionary$258M
Non-Disc.$188.5M
Employees7
Clients0
DateApr 2024
Total AUM$395.1M
Discretionary$223.1M
Non-Disc.$172M
Employees3
Clients0
DateMar 2024
Total AUM$395.1M
Discretionary$223.1M
Non-Disc.$172M
Employees3
Clients0
DateJun 2023
Total AUM$330.2M
Discretionary$173.2M
Non-Disc.$156.9M
Employees3
Clients0
DateApr 2023
Total AUM$330.2M
Discretionary$173.2M
Non-Disc.$156.9M
Employees3
Clients0
DateApr 2023
Total AUM$330.2M
Discretionary$173.2M
Non-Disc.$156.9M
Employees3
Clients0
DateMar 2023
Total AUM$330.2M
Discretionary$173.2M
Non-Disc.$156.9M
Employees3
Clients0
DateMar 2023
Total AUM$330.2M
Discretionary$173.2M
Non-Disc.$156.9M
Employees3
Clients0
DateNov 2022
Total AUM$269.9M
Discretionary$164.6M
Non-Disc.$105.3M
Employees4
Clients0
DateApr 2022
Total AUM$269.9M
Discretionary$164.6M
Non-Disc.$105.3M
Employees4
Clients0
DateMar 2022
Total AUM$269.9M
Discretionary$164.6M
Non-Disc.$105.3M
Employees4
Clients0
DateAug 2021
Total AUM$137M
Discretionary$129M
Non-Disc.$8M
Employees2
Clients6
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0