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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

SIERRA INVESTMENT PARTNERS, INC.

CRD 110954

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44bfafd-33d0-ce37-5b46-60c974a2e0e6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 9, 2011 to Mar 31, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.5BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 120
Individual clients: 0
High net worth clients: 0
SEC number: 801-48848
CRD: 110954
Filings on the tape: 43
First filed: Dec 9, 2011
Latest filed: Mar 31, 2026
Organised: Corporation, NV
Website: sierrainv.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DERESCHUK, BRUCE, CHRISTOPHER	PRESIDENT/CEO/DIRECTOR	E	yes	03/1996	Dec 9, 2011	Dec 20, 2024
SUIHKONEN, DENISE	CCO, CFO, EXECUTIVE VICE PRESIDENT	Na	yes	10/2013	Dec 9, 2013	Dec 20, 2024
Anisi, James, Edward	SR. VICE PRESIDENT/CIO	Na	no	11/2024	Dec 20, 2024	Dec 20, 2024
DELISSIO, JOHN, FRANCIS	SR. VICE PRESIDENT	A	no	03/1996	Dec 9, 2011	Dec 20, 2024
MCGUIRE, JAMES, GRANT	VICE PRESIDENT	A	no	03/1996	Dec 9, 2011	Dec 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
OAK BROOK	IL	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$5.5B	$5.5B	9	5	2	n/a	n/a
2024	Apr 29, 2025	$5.6B	$5.6B	9	5	2	n/a	n/a
2023	Dec 15, 2023	$4.6B	$4.6B	8	5	2	n/a	n/a
2022	Dec 22, 2022	$4.2B	$4.2B	8	5	2	n/a	n/a
2021	Dec 22, 2021	$5.4B	$5.4B	8	5	2	n/a	n/a
2020	Dec 5, 2020	$4.4B	$4.4B	8	5	2	n/a	n/a
2019	Nov 11, 2019	$3.8B	$3.8B	8	5	2	n/a	n/a
2018	Dec 16, 2018	$3.9B	$3.9B	8	5	2	n/a	n/a
2017	Dec 22, 2017	$3.8B	$3.8B	9	5	2	n/a	n/a
2016	Nov 7, 2016	$3.4B	$3.4B	9	5	n/a	n/a	n/a
2015	Nov 2, 2015	$3.3B	$3.3B	8	5	n/a	n/a	n/a
2014	Nov 27, 2014	$3.3B	$3.3B	8	5	n/a	n/a	n/a
2013	Dec 9, 2013	$3.3B	$3.3B	9	5	n/a	n/a	n/a
2012	Dec 17, 2012	$2.8B	$2.8B	9	5	n/a	n/a	n/a
2011	Dec 9, 2011	$2.5B	$2.5B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.5B	$5.6B	-1.0%	$4.2B	9.7%	9	9	2	2

Relationships

Controls (2)

← DERESCHUK, BRUCE, CHRISTOPHEROwnerPRESIDENT/CEO/DIRECTOR, ownership code E, individual
Dec 9, 2011 to Dec 20, 2024factForm ADV
← SUIHKONEN, DENISEOwnerCCO, CFO, EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Dec 9, 2013 to Dec 20, 2024factForm ADV

Owns (3)

← DELISSIO, JOHN, FRANCISOwnerSR. VICE PRESIDENT, ownership code A, individual
Dec 9, 2011 to Dec 20, 2024factForm ADV
← MCGUIRE, JAMES, GRANTOwnerVICE PRESIDENT, ownership code A, individual
Dec 9, 2011 to Dec 20, 2024factForm ADV
← Anisi, James, EdwardOwnerSR. VICE PRESIDENT/CIO, ownership code NA, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b44bfafd-33d0-ce37-5b46-60c974a2e0e6
First observed: Dec 9, 2011
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIERRA INVESTMENT PARTNERS, INC.

CRD 110954

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44bfafd-33d0-ce37-5b46-60c974a2e0e6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DERESCHUK, BRUCE, CHRISTOPHER

PRESIDENT/CEO/DIRECTOR

yes

03/1996

Dec 9, 2011

Dec 20, 2024

SUIHKONEN, DENISE

CCO, CFO, EXECUTIVE VICE PRESIDENT

yes

10/2013

Dec 9, 2013

Dec 20, 2024

Anisi, James, Edward

SR. VICE PRESIDENT/CIO

11/2024

Dec 20, 2024

DELISSIO, JOHN, FRANCIS

SR. VICE PRESIDENT

03/1996

Dec 9, 2011

Dec 20, 2024

MCGUIRE, JAMES, GRANT

VICE PRESIDENT

03/1996

Dec 9, 2011

Dec 20, 2024

City

State

Country

Employees

Also broker-dealer

OAK BROOK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$5.5B

n/a

2024

Apr 29, 2025

$5.6B

n/a

2023

Dec 15, 2023

$4.6B

n/a

2022

Dec 22, 2022

$4.2B

n/a

2021

Dec 22, 2021

$5.4B

n/a

2020

Dec 5, 2020

$4.4B

n/a

2019

Nov 11, 2019

$3.8B

n/a

2018

Dec 16, 2018

$3.9B

n/a

2017

Dec 22, 2017

$3.8B

n/a

2016

Nov 7, 2016

$3.4B

n/a

2015

Nov 2, 2015

$3.3B

n/a

2014

Nov 27, 2014

$3.3B

n/a

2013

Dec 9, 2013

$3.3B

n/a

2012

Dec 17, 2012

$2.8B

n/a

2011

Dec 9, 2011

$2.5B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.5B

$5.6B

-1.0%

$4.2B

9.7%