Sierra Ocean, LLC
● SEC registered since 2021CRD 313829SEC# 801-121123Ripon, CA
Reg. AUM
$544.6M
Employees
3
Accounts
568
Location
Ripon, CA
Sierra Ocean, LLC assets under management
Sierra Ocean, LLC is an investment advisory firm registered with the SEC based in Ripon, CA. The firm has been registered since 2021. It reports $544.6 million in regulatory assets under management and employs 3 people.
Sierra Ocean, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Scott Burrow Control | Manager And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Sierra Ocean, LLC manage?
Sierra Ocean, LLC reports $544.6 million in regulatory assets under management on its Form ADV.
How many employees does Sierra Ocean, LLC have?
Sierra Ocean, LLC reports 3 employees.
Where is Sierra Ocean, LLC located?
Sierra Ocean, LLC is based in Ripon, CA and has been SEC-registered since 2021.
Does Sierra Ocean, LLC disclose fund performance?
Sierra Ocean, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 521 N Wilma Avenue, Suite C, Ripon, CA 95366 |
| Phone | 209-232-7100 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$544.6M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$544.6Mregulatory AUM
Discretionary $206.5MNon-discretionary $338.1M