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Mariano Sierra

10 Years of Experience
San Antonio, TX

Mariano Sierra is a registered investment advisor at Altamira Capital Management LLC, based in San Antonio, TX, with 10 years of industry experience. Mariano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$4.7M average
Assets Under Management
$4.7M

Fee Structure

Investment management only (planning not offered)

Altamira Capital Management manages the Altamira Prima Fund, LP. There are two classes of partnership interests with different management fees and incentive allocations:

  • Class A Limited Partnership Interests (purchased after December 31, 2014): A quarterly management fee equal to 0.5% (approximately 2.0% annually) of the Net Asset Value of each limited partner’s capital account, and an incentive allocation equal to 20% of the Net New Appreciation.
  • Founding Limited Partnership Interests (purchased on or prior to December 31, 2014): A quarterly management fee equal to 0.25% (approximately 1.0% annually) of the Net Asset Value of each limited partner’s capital account, and an incentive allocation equal to 15% of the Net New Appreciation.
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Location

100 NE Loop 410, Ste. 775, San Antonio, TX, 78216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mariano is a member of real estate firms under Interlagos Holdings, LLC since 2013. He dedicates minimal time to this activity during non-trading hours.

Employment History
Current Registrations
Altamira Capital Management LLC
July 2015 - Present · 10 yrs 10 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.