President/ceo/director · Sierra Investment Partners, Inc.
Bruce C. Dereschuk
CRD 4387827 · Named on Form ADV at one SEC-registered adviser
At a glance
Sierra Investment Partners, Inc., an SEC-registered asset manager based in Walnut Creek, CA with $5.5 billion in regulatory assets, lists Bruce C. Dereschuk on its Form ADV as President/ceo/director, a control person.
Firms and roles
- Sierra Investment Partners, Inc.President/ceo/directorAsset manager · Walnut Creek, CA · $5.5B in regulatory assets
AtlasMembers
Bruce’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Denise SuihkonenCCO, CFO, Executive Vice President, Sierra Investment Partners, Inc.
- James G. McGuireVice President, Sierra Investment Partners, Inc.
- James E. AnisiSR. Vice President/cio, Sierra Investment Partners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.