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Sierra Capital, LLC

Multifamily office listing in Miami, Florida, United States.

  • SEC-registered
  • Founded 1998
Regulatory AUM
$1.6 billion
Employees
8
Clients
1-10
Founded
1998

Independent Miami-based global multi-family office serving select families, foundations, and institutional clients.1

Overview

Sierra Capital Partners states that it is fee-only, independently owned, and registered with the SEC. Separately, its Form CRS states that advisory fees may include percentage-of-assets fees, fixed fees, and performance-based fees.28

The firm says it acts in a fiduciary capacity and seeks to minimize conflicts of interest.5

History

Sierra Capital Partners was founded in 1998.2

Leadership

The leadership team includes David Horn, Non-Executive Chairman; Rafael De La Sierra, Founding Partner; Carlos Pedroso, Partner; Kevin Hernandez, Managing Director; and Norman Chamorro, Vice President. Malik Mitchell serves as Chief Compliance Officer, Rene Negron as Director of Investments, and Nick Street as Director of SBIC Advisory.4

The firm states that its investment advisers average more than twenty years of professional experience each. It also reports more than 75 years of combined experience among Rafael De La Sierra, Carlos Pedroso, Kevin Hernandez, and Norman Chamorro.4

Services

For family-office clients, Sierra Capital Partners provides custodian selection, investment-policy development, asset allocation, tax-optimization coordination, manager curation, portfolio enhancement, rebalancing, consolidated reporting, and credit procurement.1

The firm provides foundations with independent advice, consolidated reporting, open-architecture access to managers and investment vehicles, coordination with external advisers, multiple-custodian capability, and customized portfolio oversight.5

Its SBIC advisory practice helps banks evaluate, build, and monitor Small Business Investment Company programs. Services include manager sourcing, investment-policy support, manager screening, consolidated reporting, due-diligence memoranda, and ongoing monitoring.6

The firm’s reported advisory services also include individual and small-business portfolio management, institutional portfolio management, selecting other advisers, and newsletters or publications.7

What the firm offers

  • Investment management
  • Tax planning
  • Trust and fiduciary
  • Philanthropy

Client Focus

Sierra Capital Partners serves select families, foundations, and institutional clients, with services tailored to each client’s governance, investment, reporting, and oversight needs.1

Approach

Sierra Capital Partners describes its approach as personalized and goal-focused. Its process uses investment policies, customized asset allocation, manager research, and ongoing portfolio monitoring.1

Assets and Fees

Sierra Capital Partners reports more than $1.7 billion in assets under management as of March 2026, according to its Form ADV.2

The firm’s Form CRS states that advisory fees may include percentage-of-assets fees, fixed fees, and performance-based fees.8

By the numbers

Regulatory AUM by year$0K$443M$887M$1.3B$1.8B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110129. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$508 million$309 million$199 million
2017$487 million$319 million$168 million
2018$529 million$333 million$197 million
2019$853 million$587 million$266 million
2020$1.1 billion$841 million$247 million
2021$1.3 billion$1.0 billion$287 million
2022$1.5 billion$1.3 billion$259 million
2023$1.4 billion$1.1 billion$229 million
2025$1.5 billion$1.4 billion$63 million
2026$1.6 billion$1.5 billion$68 million
Average AUM per client by year$0K$7M$13M$20M$26M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110129. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$14 million
2020$19 million
2021$24 million
2022$23 million
2023$20 million
2025$20 million
2026$21 million
Employees by year024792016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110129. As of .
Employees reported on Form ADV
YearEmployees
20165
20175
20185
20195
20205
20215
20226
20236
20256
20268

Ranks #5 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110129. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Sierra Capital Partners serve?

The firm serves select families, foundations, and institutional clients.1

What family-office services does Sierra Capital Partners provide?

Services include investment-policy development, asset allocation, manager curation, portfolio enhancement, portfolio monitoring, rebalancing, consolidated reporting, tax-optimization coordination, custodian selection, and credit procurement.1

Does Sierra Capital Partners advise on SBIC programs?

Yes. Its SBIC advisory practice supports banks with program evaluation, development, manager sourcing and screening, investment-policy support, due diligence, reporting, and ongoing monitoring.6

  • LocationMultifamily offices in Miami

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Sources

  1. Sierra Capital Partners Family Office
  2. Sierra Capital Partners
  3. Sierra Capital Partners Team
  4. Sierra Capital Partners Team
  5. Sierra Capital Partners Foundations
  6. Sierra Capital Partners Institutions
  7. SEC Form ADV, Sierra Capital LLC
  8. SEC Form CRS, Sierra Capital LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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