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Sierra Madre
Sierra Madre is an SEC-registered investment adviser in Cerritos, CA. It manages approximately $29 million in regulatory assets. The firm has 1 employee and 1...
Sierra Madre
Sierra Madre is an SEC-registered investment adviser in Cerritos, CA. It manages approximately $29 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Private Equity
Year founded
2015
AUM
Undisclosed
Location
Region
Asia
Country
Philippines
City
Cerritos
Corporate office
1F First Lucky Place, 2259 Chino Roces Avenue Extension, Makati, Metro Manila, Philippines, 1231
Principals
Danny Lizares
Principal
Martin Lorenzo
Principal
Alasdair Thomson
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Sierra Madre?
The firm is led by three principals: Danny Lizares, Martin Lorenzo, and Alasdair Thomson. All three are named on the firm's website as the core team. Specific investment committee structures or decision rights among them are not publicly detailed, but the firm's lean profile suggests the principals collectively drive sourcing, diligence, and portfolio management.
What investment stages does Sierra Madre typically target?
The firm describes its mandate across buyout, growth, expansion, management buy-in, management buyout, recapitalization, and pre-IPO stages. In practice, its disclosed portfolio reflects expansion and growth-equity investments in established Philippine middle-market businesses, with a heavy emphasis on operational value creation.
Is Sierra Madre structured as a single family office or does it operate more like a venture firm?
Sierra Madre is structured as an independent private equity manager, not a family office. It does not appear to manage the wealth of a single family, and its principals are investment professionals rather than wealth inheritors. Its strategy spans buyout and growth equity, distinguishing it from a pure venture-capital shop.
Does Sierra Madre participate in fund commitments or only direct deals?
The firm advertises direct investing across its stated strategies. It does not publicly market a fund-of-funds program or commit to external managers. Its known investments — including Ximex Delivery Express, Frontline Accounting, and Excelsior Farms — are all direct operating-company stakes.
Which sectors does Sierra Madre explicitly target?
The portfolio reveals a focus on logistics, agribusiness, technology-enabled outsourcing, enterprise IT services, and hospitality. Names like Ximex Delivery Express reflect industrial-logistics exposure, while Mosaic Hospitality Solutions and Excelsior Farms cover the consumer-leaning side. Digital marketing, SEO, and cloud services also appear among the firm's broader commercial capabilities.
How is Sierra Madre related to any larger financial group or parent entity?
No parent entity or larger financial group affiliation is publicly disclosed. The principals operate the firm independently from a single address in Makati. No banking, insurance, or listed holding-company relationship has been surfaced.
Does Sierra Madre maintain philanthropic structures, and how are they separated?
The firm's website references 'Responsibility' as a navigation item, but no specific philanthropic vehicle or foundation is described. If any charitable activity exists, it appears integrated with the principals' private affairs rather than housed in a separately disclosed entity tied to the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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