Sierra Investment Partners, Inc.
● SEC registered since 1995CRD 110954SEC# 801-48848Walnut Creek, CA
Reg. AUM
$5.5B
Employees
9
Accounts
120
Location
Walnut Creek, CA
Sierra Investment Partners, Inc. assets under management
Sierra Investment Partners, Inc. operates as an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 1995. It reports $5.5 billion in regulatory assets under management and employs 9 people.
Sierra Investment Partners, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Christopher Dereschuk Control | President/Ceo/Director | Over 75% | 1996 |
| Denise Suihkonen Control | Cco, Cfo, Executive Vice President | Under 5% | 2013 |
| James Edward Anisi | Sr. Vice President/Cio | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sierra Investment Partners, Inc. manage?
Sierra Investment Partners, Inc. reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Sierra Investment Partners, Inc. have?
Sierra Investment Partners, Inc. reports 9 employees.
Where is Sierra Investment Partners, Inc. located?
Sierra Investment Partners, Inc. is based in Walnut Creek, CA and has been SEC-registered since 1995.
Does Sierra Investment Partners, Inc. disclose fund performance?
Sierra Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Ygnacio Valley Road, Suite 300, Walnut Creek, CA 94596-4061 |
| Phone | 925-941-6300 |
| Fax | 925-941-6302 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.5B▼ 1%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$5.5Bregulatory AUM
Discretionary $5.5B