Sierra Investment Management Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1987
  • Employees
  • 29

Sierra Investment Management General Information


Since 1987, Sierra Investment Management has been helping conservative investors to preserve and grow their wealth. The firm's clients consist of conservative investors and retirees. The firm analyzes performance and risk levels in order to apply proprietary risk-limiting sell discipline when necessary.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 3420 Ocean Park Boulevard
  • Suite 3060
  • Santa Monica, CA 90405
  • United States
+1 (310) 000-0000
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Sierra Investment Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Sierra Investment Management Team (6)

Name Title Deals Office Contact
Kristine Stromeyer Chief Financial & Operating Officer Santa Monica, CA
David Wright JD Co-Founder & Managing Director Santa Monica, CA
Kenneth Sleeper Ph.D Co-Founder & Managing Director Santa Monica, CA
Phyllis Bunzel Ph.D Chief Compliance Officer Santa Monica, CA
Terri Spath Chief Investment Officer Santa Monica, CA
You’re viewing 5 of 6 team members. Get the full list »