Insights

High-Net-Worth Focus Sierra Capital specializes in wealth management for ultra high net worth families and foundations, presenting an opportunity to offer tailored financial products and advanced estate planning solutions to similar affluent clients seeking personalized investment strategies.

Independent Advisory Model With a strong emphasis on independence and objective advice, Sierra Capital can be targeted for partnerships or technology integrations that enhance transparency and compliance, appealing to clients valuing unbiased recommendations.

Technology Stack Utilizing modern web and collaboration tools like Squarespace and Google Workspace indicates openness to innovative fintech solutions, providing a pathway to introduce advanced client management, cybersecurity, or analytics services.

Mid-Size Growth Potential Operating with a relatively small team and generating substantial revenue suggests scaling opportunities, especially through supplementary financial services, complementary fintech tools, or personalized client engagement platforms.

Market Positioning Positioned among well-known asset managers with a focus on disciplined, customized portfolio strategies, Sierra Capital is a promising prospect for premium service providers aiming to enhance high-touch client experiences or expand into niche investment areas.

Sierra Capital Tech Stack

Sierra Capital uses 6 technology products and services including Squarespace, Webpack, Google Workspace, and more. Explore Sierra Capital's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Google Workspace
    Email
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Adobe Fonts
    Web Fonts

Media & News

Sierra Capital's Email Address Formats

Sierra Capital uses at least 1 format(s):
Sierra Capital Email FormatsExamplePercentage
First.Last@sierracap.comJohn.Doe@sierracap.com
38%
First@sierracap.comJohn@sierracap.com
12%
First.Last@sierracap.comJohn.Doe@sierracap.com
38%
First@sierracap.comJohn@sierracap.com
12%

Frequently Asked Questions

Where is Sierra Capital's headquarters located?

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Sierra Capital's main headquarters is located at 600 Brickell Avenue 20th Floor Miami, Florida 33131 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Sierra Capital's phone number?

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You can contact Sierra Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sierra Capital's official website and social media links?

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Sierra Capital's official website is sierracap.com and has social profiles on LinkedIn.

What is Sierra Capital's SIC code NAICS code?

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Sierra Capital's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Sierra Capital have currently?

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As of February 2026, Sierra Capital has approximately 32 employees across 2 continents, including North AmericaAsia. Key team members include Founding Partner: R. D. L. S.Partner: C. P.Owner: P. J.. Explore Sierra Capital's employee directory with LeadIQ.

What industry does Sierra Capital belong to?

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Sierra Capital operates in the Financial Services industry.

What technology does Sierra Capital use?

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Sierra Capital's tech stack includes SquarespaceWebpackGoogle WorkspaceModernizrjQueryAdobe Fonts.

What is Sierra Capital's email format?

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Sierra Capital's email format typically follows the pattern of First.Last@sierracap.com. Find more Sierra Capital email formats with LeadIQ.

When was Sierra Capital founded?

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Sierra Capital was founded in 1998.

Sierra Capital

Financial ServicesFlorida, United States11-50 Employees

At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust. Since our founding in 1998, our mission has been to serve clients with thoughtful guidance and an unwavering focus on their best interests.

Our advisers bring years of Wall Street experience together with strong expertise to deliver tailored investment strategies for families and foundations. We recognize that the needs of ultra high net worth families are distinct, and we believe that having an experienced team dedicated to representing them in the financial community is essential.

Sierra Capital offers hands-on portfolio management and disciplined investment consulting. We evaluate both traditional and alternative strategies with a focus on suitability, performance, and alignment to each client’s objectives. By maintaining a truly independent perspective, we ensure that every recommendation reflects diligence and objectivity.

Our mission is to provide the highest quality investment management services while helping families build a clear vision for their future and create lasting connections across generations.

Section iconCompany Overview

Headquarters
600 Brickell Avenue 20th Floor Miami, Florida 33131 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Sierra Capital's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sierra Capital's revenue is estimated to be in the range of $25M$50M

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