Data / Investment advisers / New York / Sierra Crest Investment Management LLC
Sierra Crest Investment Management LLC, New York, NY: $781 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sierra Crest Investment Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $781 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include business development companies, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 300069
- SEC file number
- 801-114566
- SEC status
- Approved, effective January 30, 2019
- Main office
- 650 Madison Avenue 3rd Floor, New York, NY 10022
- Phone
- (212) 891-2880
- Regulatory AUM
- $781,145,561 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $781,145,561
- Accounts
- 3
- Employees
- 0
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 securitized asset fund
- Gross assets of private funds
- $87,823,000
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Business development companies | 1 | $523.6 million |
| Investment companies | 1 | $203.6 million |
| Pooled investment vehicles | 1 | $53.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $781.1 million | March 31, 2026 |
| December 1, 2025 | $772.6 million | September 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Maverick Real Estate Partners LLC | New York | $791.8 million | 6 | adviserinfo.sec.gov |
| Corner Capital Management, LLC | New York | $787.4 million | 32 | adviserinfo.sec.gov |
| Enhalus Capital, LP | New York | $785.5 million | 3 | adviserinfo.sec.gov |
| Flagstar Securities, Inc. | New York | $784.3 million | Not listed | adviserinfo.sec.gov |
| Deltec Asset Management LLC | New York | $782.8 million | 4 | adviserinfo.sec.gov |
| Water Asset Management, LLC | New York | $780.9 million | 13 | adviserinfo.sec.gov |
| Safanad Inc. | New York | $779.8 million | 7 | adviserinfo.sec.gov |
| Goalvest Advisory LLC | New York | $777.6 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving business development companies
- Advisers serving investment companies
- Advisers that manage private funds
- Sierra Crest Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.