Sierra Investment Partners, Inc

Name

Sierra Investment Partners, Inc

Legal name

Sierra Investment Partners, Inc.

Website

https://sierrainv.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Taft-Hartley Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Taft-Hartley / Labor Union & Public Sector Retirement Systems (FSAAAGAK)

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Taft-Hartley investment management
• Institutional portfolio management
• Pension fund management
• Employee benefit plan advisory
• Fiduciary investment services

Headquarters

HQ city

Oak Brook

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory and Management Fees: Sierra Investment Partners generates revenue through investment advisory fees charged to Taft-Hartley plans. As an investment manager overseeing $5.2 billion in assets under management, the firm earns fees based on assets under management (AUM). The revenue model is characteristic of institutional investment advisory firms serving the employee benefits market, with fees typically structured as a percentage of managed assets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Sierra Investment Partners provides SEC-registered investment advisory and portfolio management services to jointly trusteed Taft-Hartley pension and welfare plans. It combines internal investment expertise with selected sub-advisors to deliver tailored strategies, risk mitigation, quarterly net-of-fee reporting, client communications, and proxy voting aligned with AFL-CIO and Department of Labor guidance.

Product overview

Sierra Investment Partners, Inc. is an SEC-Registered investment advisory firm offering a unified investment advisory platform dedicated exclusively to Taft-Hartley union pension and welfare plans. The firm operates through partnerships with sub-advisors to deliver investment products, combining portfolio management expertise with Taft-Hartley-specific knowledge. Services include ongoing investment management, quarterly investment reports showing net-of-fee returns, proxy voting aligned with AFL-CIO guidelines, and periodic client communications. The company manages $5.2 billion in assets as of March 31, 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Taft-Hartley Investment Advisory Services SEC-registered investment advisory services dedicated to jointly trusteed Taft-Hartley pension and welfare plans, including portfolio management, risk mitigation, tailored investment strategies, performance reporting, client communications, and proxy voting aligned with AFL-CIO and Department of Labor guidance.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Sub-AdvisorscoreOthersSierra Investment Partners works with sub-advisors who have a proven track record of excellent investment results. The sub-advisors provide specialized portfolio management expertise across various asset classes for Taft-Hartley plans. The firm has assembled a team of sub-advisors selected for their investment performance and alignment with the unique needs of union-sponsored benefit plans.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Meketa Investment Group: Independent investment consulting and OCIO firm serving public, corporate, and multi-employer pension plans. Comparable in business model and institutional client focus, with overlap into Taft-Hartley segments.
• Segal Marco Advisors: Specialist institutional investment consultant dedicated to Taft-Hartley and multi-employer plans, providing advisory and OCIO services to jointly-trusteed funds. Highly comparable to Sierra in mission, client base, and niche specialization.
• NEPC, LLC: Independent investment consulting firm advising institutional clients on asset allocation, manager research, and OCIO mandates. Comparable in serving pension and welfare fund clients with discretionary and non-discretionary advisory services.
• ULLICO Inc. Union-affiliated financial services firm offering investment management and insurance products to labor and Taft-Hartley clients. Comparable to Sierra as a labor-focused investment provider; multiple Sierra executives have ULLICO backgrounds.
• RVK, Inc. Independent institutional investment consulting firm providing advisory, OCIO, and research services to pensions, endowments, and other institutional clients. Comparable as a peer advisory firm competing for similar mandates.
• Fund Evaluation Group (FEG): Institutional investment advisor and OCIO provider serving endowments, foundations, pensions, and other institutional clients including labor-related plans. Comparable in providing discretionary and advisory portfolio services to institutions.
• The Marco Consulting Group: Long-standing investment consultant focused exclusively on Taft-Hartley and labor-affiliated plans. Direct comparable to Sierra given the same target client, similar service offering, and overlapping management alumni network.

Broad incumbents

• Cambridge Associates: Global investment advisor and OCIO provider serving institutional investors with discretionary portfolio management and advisory services. Comparable in delivering institutional investment advisory services though at much larger scale.
• Aon Investment Consulting: Global investment consulting arm of Aon, providing advisory and OCIO services to corporate, public, and multi-employer pension plans. Comparable as an institutional advisor overlapping with Sierra's pension and welfare fund client base.
• Mercer Investments: Large global investment consulting and OCIO provider serving institutional clients including corporate and public pensions. Comparable as an institutional investment advisor but at significantly larger scale and broader scope than Sierra.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sierra-investment-partners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sierra Investment Partners, Inc