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