0001631181-24-000011.txt : 20240530 0001631181-24-000011.hdr.sgml : 20240530 20240530163152 ACCESSION NUMBER: 0001631181-24-000011 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BARKER,BENJAMIN,MICHAEL, FILED AS OF DATE: 20240530 DATE AS OF CHANGE: 20240530 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: 241005954 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 0001631181-24-000010 N Benjamin Michael Barker Y 2 0001631181 Sierra Management Group, LLC 10-08-2007 N 867-01546 LOCATED 10-08-2007 2111 PALOMAR AIRPORT ROAD Suite 320 CARLSBAD CA 92011 SUPERVISED 10-08-2007 6988 Lebanon Road Suite 103 FRISCO TX 75034 0001736952 Granite Municipal Advisors LLC 10-26-2017 N 867-02362 SUPERVISED 10-26-2017 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 LOCATED 10-26-2017 2111 Palomar Airport Road Suite 320 CARLSBAD CA 92011 LOCATED 10-26-2017 11 South Main Street Suite 202 CONCORD NH 03301 10-2007 Sierra Management Group, LLC CARLSBAD CA 92011 Y N Municipal Advisor 10-2017 05-2024 Granite Municipal Advisors LLC CONCORD NH 03301 Y N Municipal Advisor (due to EDGAR system limitations not allowing for overlapping employment dates; individual is still employed at Granite Municipal Advisors LLC) Y 04-2018 UCDA EB5 Regional Center LLC 6988 Lebanon Road Suite 103 Frisco TX 75034 N N Regional Center Administering an EB5 Program in Coordination with the United States Citizenship and Immigration Services ("USCIS") 33% Owner 5 Administer a North Texas EB5 Program in Conjunction with the USCIS 10-2017 Granite Municipal Advisors LLC 11 South Main Street Suite 202 CONCORD NH 03301 Y N Municipal Advisor Municipal Advisor Representative 40 Provide municipal advice 01-2024 California Council for Affordable Housing 1724 10th Street Suite 110 SACRAMENTO CA 95811 N N Affordable Housing Advocacy Board Member 1 Serve on the Board 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 05-30-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC