9AT: SIERRAN ASSET MANAGEMENT

Adviser Profile

As of Date	12/12/2023
Registration status	Terminated
Contact Info	617 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINANCE FRIENDS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MPFA INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser NUTS2INVEST.COM, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SPARI, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ADAMS FUNDS ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser 1291 GROUP OF THE AMERICAS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SLATED ANALYTICS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MEDICI	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BENCHMARK ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Sierran Asset Management has been in business since December 15, 2021. Sierran Asset Management is organized as a sole proprietorship, with Jason Liang as the sole proprietor and principal owner. Sierran Asset Management is an internet investment advisor. We provide investment advice to our clients through an interactive website, which uses computer software-based models to provide investment advice based on personal information each client submits through the website. We provide investment advice to our clients (excepting fewer than 15 clients through other means during the previous 12 months) exclusively through the interactive website. We provide general financial planning advice related to asset allocation and limit the investments we advise on to stocks and bonds. We tailor our advisory services to the individual needs of clients by considering their risk tolerance and time horizons. If clients wish to impose restrictions

on investing in certain securities or types of securities, we take those restrictions into account when providing our recommendations. These preferences and facts will be taken into account when clients complete the ~15-question survey on our website, which asks about the amount and breakdown of their financial assets and liabilities, cash flow, risk tolerance, time horizon, and investment restrictions. This survey will be used to algorithmically generate an asset allocation recommendation, which provides a breakdown of what percentage of the client’s assets should be invested into certain classes of securities, including high-yield bonds, US Government bonds, growth stocks, and value stocks. We do not provide portfolio management services or participate in wrap fee programs. We do not manage client assets, either on a discretionary or on a non-discretionary basis. As of January 1, 2023, we manage $0 in client assets.

SIERRAN ASSET MANAGEMENT

SIERRAN ASSET MANAGEMENT

JASON LIANG

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SIERRAN ASSET MANAGEMENT SIERRAN ASSET MANAGEMENT JASON LIANG

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SIERRAN ASSET MANAGEMENT

SIERRAN ASSET MANAGEMENT

JASON LIANG