Sierra Ocean, LLC
Overview
Sierra Ocean, LLC is a private investment firm based in Santa Monica, California, specializing in multi-asset portfolio management and financial planning services. The firm offers a range of investment strategies, including private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, ESG and impact investing, infrastructure, distressed and special situations, and collectibles & art. Their investment approach is designed to build and preserve wealth while managing downside risk. The firm's investment process is engineered with the objective of limiting downside risk, utilizing a disciplined, rules-based buy-and-sell strategy. The team convenes daily to review buy and sell signals, ensuring consistent implementation of their investment process. This approach is rooted in disciplined risk management, aiming to smooth the financial road for clients and help them accomplish their investment objectives. Sierra Ocean, LLC has a track record of managing assets across various investment strategies, with a focus on providing tailored solutions for high-net-worth clients, business owners, and professionals. Their investment philosophy emphasizes true diversification, tax optimization, and highly personalized service, operating with strict fiduciary standards and transparent fee structures. Investment requirements include a minimum investment size of $1,000,000 and a maximum of $50,000,000, catering to a diverse range of investors seeking comprehensive wealth management solutions.
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Frequently asked questions about Sierra Ocean, LLC
What sectors does Sierra Ocean, LLC invest in?
Sierra Ocean, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Ripon, United States. Sierra Ocean, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Sierra Ocean, LLC invest at?
Sierra Ocean, LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Sierra Ocean, LLC invest in?
Sierra Ocean, LLC invests across United States.
Who are the partners at Sierra Ocean, LLC?
Team members listed for Sierra Ocean, LLC include Dezaree Seeds (Vice President & Director of Operations) and Mayra Meza (Director of Client Services).
How do I contact Sierra Ocean, LLC?
Sierra Ocean, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
