Skip to main content

SIERRA OCEAN, LLC

SEC Form ADV profile.

Total regulatory AUM
$544,561,375
Discretionary
$206,471,349
Non-discretionary
$338,090,026

Firm details

CRD number
313829
SEC file number
801-121123
Main office
RIPON, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.