0001631181-24-000003.txt : 20240213
0001631181-24-000003.hdr.sgml : 20240213
20240213081150
ACCESSION NUMBER: 0001631181-24-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: O'BRIEN,CONOR,JAMES,
FILED AS OF DATE: 20240212
DATE AS OF CHANGE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sierra Management Group, LLC
CENTRAL INDEX KEY: 0001631181
ORGANIZATION NAME:
IRS NUMBER: 680579239
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04654
FILM NUMBER: 24622671
BUSINESS ADDRESS:
STREET 1: 2111 PALOMAR AIRPORT ROAD
STREET 2: SUITE 320
CITY: CARLSBAD
STATE: CA
ZIP: 92011
BUSINESS PHONE: 760-930-1221
MAIL ADDRESS:
STREET 1: 2111 PALOMAR AIRPORT ROAD
STREET 2: SUITE 320
CITY: CARLSBAD
STATE: CA
ZIP: 92011
FORMER COMPANY:
FORMER CONFORMED NAME: Sierra Management Group
DATE OF NAME CHANGE: 20220628
FORMER COMPANY:
FORMER CONFORMED NAME: Sierra Managment Group
DATE OF NAME CHANGE: 20150120
MA-I/A
1
primary_doc.xml
MA-I/A
0001631181
XXXXXXXX
Ted Vogtman
973-618-9509
tvogtman@alternativereg.com
jstoecker@cmfa-ca.com
tvogtman@alternativereg.com
N
0001631181-23-000009
N
Conor
James
O'Brien
Y
2
0001631181
Sierra Management Group, LLC
10-02-2023
N
867-01546
LOCATED
10-02-2023
2111 PALOMAR AIRPORT ROAD
SUITE 320
CARLSBAD
CA
92011
SUPERVISED
10-02-2023
6988 LEBANON ROAD
SUITE 103
FRISCO
TX
75034
0001736952
Granite Municipal Advisors LLC
10-02-2023
N
867-02362
LOCATED
10-02-2023
11 SOUTH MAIN STREET
SUITE 202
CONCORD
NH
03301
LOCATED
10-02-2023
2111 PALOMAR AIRPORT ROAD
SUITE 320
CARLSBAD
CA
92011
SUPERVISED
10-02-2023
6988 LEBANON ROAD
SUITE 103
FRISCO
TX
75034
10-2023
Sierra Management Group, LLC
CARLSBAD
CA
92011
Y
N
Analyst
10-2023
02-2024
Granite Municipal Advisors LLC
CONCORD
NH
03301
Y
N
Analyst (due to EDGAR system limitations not allowing overlapping employment dates; individual is still employed at Granite Municipal Advisors LLC)
09-2019
08-2023
United States Marine Corps
SAN CLEMENTE
CA
92672
N
N
Infantry Officer
06-2019
08-2019
Hamlin Capital Management
NEW YORK
NY
10019
N
Y
Intern
08-2015
05-2019
Cornell University
ITHACA
NY
14850
N
N
Student
09-2012
06-2015
Westlake High School
WESTLAKE VILLAGE
CA
91361
N
N
Student
Y
10-2023
Granite Municipal Advisors LLC
11 SOUTH MAIN STREET
SUITE 202
CONCORD
NH
03301
Y
N
Municipal Advisor
Analyst
40
Provide municipal advice
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
02-12-2024
Kimberly McManus
President, Alternative Regulatory Solutions, LLC