David Isaac Held
Chief Compliance OfficerSierra Crest Investment Management LLCCRD 5765381
About David Isaac Held
David Isaac Held is listed as Chief Compliance Officer at Sierra Crest Investment Management LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. David Isaac Held is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Sierra Crest Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Isaac Held work?
David Isaac Held is listed as Chief Compliance Officer at Sierra Crest Investment Management LLC on SEC Form ADV.
How much of Sierra Crest Investment Management LLC does David Isaac Held own?
Form ADV reports a beneficial ownership band of Under 5%.
Sierra Crest Investment Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Bc Partners Advisors L.P.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Mount Logan Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |