Sierra Capital Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.5B
- Clients
- 76
- Avg AUM / client
- $21.2M
- Accounts
- 435
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 76 | $1.5B | 95.2% |
| Banking or thrift institutions | Fewer than 5 clients | $13.1M | 0.81% |
| Charitable organizations | Fewer than 5 clients | $49.3M | 3.06% |
| Insurance companies | Fewer than 5 clients | $14.9M | 0.92% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rafael Jose Delasierra | Managing Member | Feb 1998 (29y) | 50% – 75% | |
| Carlos Alfonso Pedroso | Managing Member/Cco | Jan 2016 (11y) | 25% – 50% | |
| Norman Javier Chamorro | Registered representative | Dec 2021 (5y) | ||
| Kevin Hernandez | Registered representative | Jan 2022 (5y) | ||
| Maria Teresa Felix Cubero | Registered representative | Aug 2022 (4y) | ||
| Charles William Flynn | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Morgan Stanley $271M (17% of AUM) Jun 2026
- J.P. Morgan $253M (16% of AUM) Jun 2026
- Charles Schwab & Co. $228M (14% of AUM) Jun 2026
- Citigroup, Inc. $196M (13% of AUM) Mar 2022
- United Bank Of Switzerland $150M (9% of AUM) Jun 2026
- Northern Trust $81.2M (15% of AUM) Mar 2018
- Brown Brothers Harriman & Co. $61.1M (8% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗