# Sierra Madre Partners LLC

> Sierra Madre Partners LLC is a state-registered investment advisory firm in Cerritos, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 171754
- Filed as: SIERRA MADRE PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cerritos, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171754
- AdvisorCensus page: https://advisorcensus.com/firm/sierra-madre-partners-llc-cerritos-ca-171754

## Quick answers

**How is Sierra Madre Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sierra Madre Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sierra Madre Partners LLC located?**
Sierra Madre Partners LLC's principal office is in Cerritos, CA, according to its Form ADV.

**Is Sierra Madre Partners LLC registered with the SEC or a state?**
Sierra Madre Partners LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171754.

**How much does Sierra Madre Partners LLC manage?**
Sierra Madre Partners LLC reports $29,266,178 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Sierra Madre Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139).

**Does Sierra Madre Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171754

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $29,266,178
- Discretionary: $29,266,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $29,266,178 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sierramadrepartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sierra Madre Partners LLC (CRD 171754): Form ADV filing data as of October 2026.