SEC Form ADV

SIERRA OCEAN, LLC

Firm profile: Sierra Ocean — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$544.6M
Assets Under Management
568
Total Clients
3
Employees
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Registration Details

Accession
CRD-313829
Location
RIPON, CA
Filing Date
March 26, 2026
AUM
$544.6M
Total Clients
568
Institutional Clients
26
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

SIERRA OCEAN, LLC is a registered investment adviser headquartered in RIPON, CA, managing approximately $544.6M in assets across 568 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.