Sierra Crest Investment Management LLC
● SEC registered since 2019CRD 300069SEC# 801-114566New York, NY
Ranks #3,319 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$781.1M
Fund GAV
$87.8M
Private funds
1
Employees
—
Accounts
3
Location
New York, NY
Sierra Crest Investment Management LLC assets under management
Sierra Crest Investment Management LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2019. It reports $781.1 million in regulatory assets under management. Sierra Crest Investment Management LLC manages 1 private fund with combined gross assets of $87.8 million, including Great Lakes Kcap F3c Senior, LLC. By regulatory assets, it ranks 3,319 of 6,004 private fund managers.
Sierra Crest Investment Management LLC private funds
1 funds · $87.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Great Lakes Kcap F3c Senior, LLC | Securitized Asset | $87.8M | $250K |
Sierra Crest Investment Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bcpsc Holdings LLC Control | Managing Member | Over 75% | 2019 |
| David Isaac Held Control | Chief Compliance Officer | Under 5% | 2021 |
| Edward Joseph Goldthorpe Control | Executive Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Sierra Crest Investment Management LLC manage?
Sierra Crest Investment Management LLC reports $781.1 million in regulatory assets under management on its Form ADV.
How many private funds does Sierra Crest Investment Management LLC manage?
Sierra Crest Investment Management LLC manages 1 private funds with combined gross assets of $87.8 million.
Where is Sierra Crest Investment Management LLC located?
Sierra Crest Investment Management LLC is based in New York, NY and has been SEC-registered since 2019.
Does Sierra Crest Investment Management LLC disclose fund performance?
Sierra Crest Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 Madison Avenue, 3rd Floor, New York, NY 10022 |
| Phone | 212-891-2880 |
| Fax | 646-768-1698 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$781.1M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
Assets under management
$781.1Mregulatory AUM
Discretionary $781.1M
Service providers
Custodian