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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2000
- Office Locations
- 1
Office Locations
About Sierra Capital LLC
Sierra Capital is an independent global multi-family office in Miami providing personalized wealth planning and discretionary portfolio management for families and entrepreneurs, including financial and estate planning, risk management, and business-succession support. Investment implementation is ETF-centric with allocations that also include private funds and select fixed income and alternatives; custody relationships include Charles Schwab.
Team overview
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Investment Themes
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Services
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Owner & Executives
CARLOS ALFONSO PEDROSO
Managing Member, Partner
- CRD
- #4869337
- Ownership
- 25% but less than 50%
RAFAEL JOSE DELASIERRA III
Managing Member
- CRD
- #2206086
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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NORMAN JAVIER CHAMORRO
Vice President
- CRD
- #7418595
RAFAEL JOSE DELASIERRA III
Managing Member
- CRD
- #2206086
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,543,840,819 | $3,802,564 |
| Non-Discretionary | $68,422,309 | $2,359,390 |
| Total | $1,612,263,128 | $3,706,352 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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