Sierra Investment Partners, Inc.
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 110954
· SEC file 801-48848
· Walnut Creek, CA
· WWW.SIERRAINV.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.5B
- Discretionary
- $5.5B
- Clients
- 120
- Avg AUM / client
- $45.9M
- Accounts
- 120
- Employees
- 9
AUM over time
$2.5B
$5.6B
Sep 2011
Mar 2026
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 120 | $5.5B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wisconsin Laborers' Pension Fund Trustees Of Wisconsin Laborers' Pension Fund | 2024 | |
| Cement Masons Pension Trust Fund For Northern California Cement Masons Pension Trust Fund For N.Cal | 2024 | |
| Michigan Laborers' Pension Plan Board Of Trustees Michigan Laborers' Pension Fund | 2024 | |
| Ohio Operating Engineers Pension Plan Ohio Operating Engineers Pension Plan | 2024 | |
| Smart Local 265 Pension Fund Trustees Of The Smart Local 265 Pension Fund | 2024 | |
| Indiana Electrical Workers Pension Plan Indiana Electrical Workers Pension Trust Fund Ibew | 2024 | |
| Operating Engineers Local No. 825 Pension Fund Operating Engineers Local No. 825 Pension Fund | 2024 | |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan Board Of Trustees, United Food & Commercial Workers Union Local 152 | 2024 | |
| Southern California Ibew Neca Pension Plan Board Of Trustees, Southern California Ibew Neca | 2024 | |
| Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | Mercer Island, WA | 2024 |
| Laborers Pension Trust Fund For Northern Nevada Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada | 2024 | |
| Construction Workers Pension Trust Fund Lake County And Vicinity Pension Plan Trustees Of Construction Workers Lake County Pension | 2024 | |
| Cement Masons Annuity Trust Fund For Northern Neva Board Of Trustees, Cement Masons Annuity Trust Fund Of Northern Nevada | Reno, NV | 2024 |
| Laborers' District Council Construction Industry Pension Fund Laborers' District Council Construction Industry Pension Fund | Philadelphia, PA | 2024 |
| Operating Engineers' Local 324 Pension Fund Joint Board Of Trustees Operating Engineers Local 324 | 2024 | |
| Operating Engineers' Local 324, Defined Contribution Pension Plan Joint Board Of Trustees, Operating Engineers Local 324, Dc | 2024 | |
| Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen | 2024 | |
| Midwest Operating Engineers Pension Trust Fund Trustees Of The Midwest Operating Engineers Pension Trust Fund | 2024 | |
| Eighth District Electrical Pension Fund Board Of Trustees, Eighth District Electrical Pension | 2024 | |
| Masons Pension Plan Board Of Trustees Of Masons Pension Trust Fund | Honolulu, HI | 2024 |
| Hawaii Masons And Plasterers Annuity Plan Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Honolulu, HI | 2024 |
| Operating Engineers Local No 37 Severance & Annuity Fund Brd Of Trustees Oe 37 S&A Fund | Baltimore, MD | 2024 |
| Eastern Atlantic States Carpenters Pension Fund Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 2024 | |
| Marble, Tile, And Terrazzo Workers Pension Fund Board Of Trustees Of The Marble,Tile And Terrazzo | 2024 | |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Chicago, IL | 2024 |
| Southern States Savings & Retirement Plan Trust Southern States Savings & Retirement Plan Trust | Vero Beach, FL | 2024 |
| Eastern Atlantic States Carpenters Annuity Fund Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 2024 | |
| Ibew Local 595 Pension Plan Board Of Trustees, Ibew Local 595 Pension Plan | 2024 | |
| Sacramento Area Electrical Workers Pension And Profit Sharing Plan Board Of Trustees, Sacramento Area Electrical Workers | 2024 | |
| Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan B.A.C. Local No. 4 Pension Fund | 2024 | |
| Bricklayers & Allied Craftworkers Local No. 5 Pension Plan Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | 2024 | |
| Pension Trust Fund For Operating Engineers Board Of Trustees, Pension Trust Fund For Operating | 2024 | |
| Resilient Floor Covering Pension Fund Bot Of Resilient Floor Covering Pension Fund | 2024 | |
| Laborers Local Union No. 158 Pension Plan Laborers Local Union No. 158 Pension Fund | 2024 | |
| Hawaii Carpenters Financial Security Fund Hawaii Carpenters Financial Security Fund | 2024 | |
| Unite Here! Local 54 Severance Fund Jt. Bd. Of Trustees Of The Unite Here! Local 54 | 2024 | |
| Steelworkers Pension Trust Steelworkers Pension Trust | Pittsburgh, PA | 2024 |
| San Mateo County Electrical Construction Industry Retiremt Plan San Mateo County Electrical Construction Industry Retiremt Plan | 2024 | |
| Central Pennsylvania Teamsters Defined Benefit Plan Central Pennsylvania Teamsters Pension Fund, Trustees | 2024 | |
| International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | 2024 | |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 Central Pennsylvania Teamsters Pension Fund, Trustees | 2024 | |
| Laborers District Council Pension And Disability Trust Fund No. 2 Laborers District Council Pension And Disability Trust Fund No. 2 | Columbia, MD | 2024 |
| Laborers District Council & Contractors Pension Fund Of Ohio Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Delissio, John, Francis | Sr. Vice President | Mar 1996 (30y) | 5% – 10% | |
| Dereschuk, Bruce, Christopher | President/Ceo/Director | Mar 1996 (30y) | 75% or more | |
| Mcguire, James, Grant | Vice President | Mar 1996 (30y) | 5% – 10% | |
| Suihkonen, Denise | Cco, Cfo, Executive Vice President | Oct 2013 (13y) | Less than 5% | |
| Anisi, James, Edward | Sr. Vice President/Cio | Nov 2024 (2y) | Less than 5% |
Undisclosed: 0% – 15% 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.
Retirement plans served (43)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wisconsin Laborers' Pension Fund | Trustees Of Wisconsin Laborers' Pension Fund | 4,045 | $1.1B | 09/01/2024 |
| Cement Masons Pension Trust Fund For Northern California | Cement Masons Pension Trust Fund For N.Cal | 2,920 | $775M | 09/01/2024 |
| Michigan Laborers' Pension Plan | Board Of Trustees Michigan Laborers' Pension Fund | 12,152 | $1.3B | 09/01/2024 |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | 10,813 | $3.9B | 08/01/2024 |
| Smart Local 265 Pension Fund | Trustees Of The Smart Local 265 Pension Fund | 1,234 | $607M | 07/01/2024 |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund Ibew | 2,806 | $520M | 07/01/2024 |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | 5,438 | $1.2B | 07/01/2024 |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board Of Trustees, United Food & Commercial Workers Union Local 152 | 1,488 | $530M | 07/01/2024 |
| Southern California Ibew Neca Pension Plan | Board Of Trustees, Southern California Ibew Neca | 8,335 | $1.6B | 07/01/2024 |
| Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | 7,218 | $594M | 07/01/2024 |
| Laborers Pension Trust Fund For Northern Nevada | Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada | 1,388 | $207M | 06/01/2024 |
| Construction Workers Pension Trust Fund Lake County And Vicinity Pension Plan | Trustees Of Construction Workers Lake County Pension | 3,051 | $591M | 06/01/2024 |
| Cement Masons Annuity Trust Fund For Northern Neva | Board Of Trustees, Cement Masons Annuity Trust Fund Of Northern Nevada | 141 | $31.5M | 06/01/2024 |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2,817 | $1.2B | 05/01/2024 |
| Operating Engineers' Local 324 Pension Fund | Joint Board Of Trustees Operating Engineers Local 324 | 8,819 | $1.9B | 05/01/2024 |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board Of Trustees, Operating Engineers Local 324, Dc | 8,349 | $248M | 05/01/2024 |
| Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund | Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen | 138 | $46.7M | 04/01/2024 |
| Midwest Operating Engineers Pension Trust Fund | Trustees Of The Midwest Operating Engineers Pension Trust Fund | 13,117 | $6.0B | 04/01/2024 |
| Eighth District Electrical Pension Fund | Board Of Trustees, Eighth District Electrical Pension | 11,261 | $1.3B | 04/01/2024 |
| Masons Pension Plan | Board Of Trustees Of Masons Pension Trust Fund | 1,248 | $284M | 03/01/2024 |
| Hawaii Masons And Plasterers Annuity Plan | Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | 1,088 | $127M | 03/01/2024 |
| Operating Engineers Local No 37 Severance & Annuity Fund | Brd Of Trustees Oe 37 S&A Fund | 3,496 | $83.2M | 01/01/2024 |
| Eastern Atlantic States Carpenters Pension Fund | Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 12,161 | $5.0B | 01/01/2024 |
| Marble, Tile, And Terrazzo Workers Pension Fund | Board Of Trustees Of The Marble,Tile And Terrazzo | 298 | $36.8M | 01/01/2024 |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. | Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | 5,166 | $1.9B | 01/01/2024 |
Top 25 of 43 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 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
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Us Bancorp $837M (15% of AUM) Mar 2026
- Northern Trust $580M (11% of AUM) Mar 2026
- Midwest Institutional Trust Company $567M (10% of AUM) Mar 2026
- BNY Mellon $500M (9% of AUM) Mar 2026
- Amalgamated Bank $465M (10% of AUM) Jul 2024
- Bmo Bank, N.A. $423M (9% of AUM) Jul 2024
- Bmo Financial Group $416M (9% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗