| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sfg Global Equity Strategy Institutional, LP | Hedge | $756.8M | $250K |
| Zca Niche Credit Opportunities Fund, LP | Other Private | $278.2M | $250K |
| Zca Hedged Credit Strategy, LP | Hedge | $89.3M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Steven Kantra Control | Evp, Head Of Advisors & Business Development | Under 5% | 2021 |
| Annelise Waterfall McCauley Control | Evp, Chief Client Experience Officer | Under 5% | 2021 |
| Christopher Brian Thom Control | Evp, Chief Strategy & Partnership Officer | Under 5% | 2024 |
Sequoia Financial Advisors, L.L.C. reports $23 billion in regulatory assets under management on its Form ADV.
Sequoia Financial Advisors, L.L.C. manages 16 private funds with combined gross assets of $1.5 billion.
Sequoia Financial Advisors, L.L.C. reports 296 employees.
Sequoia Financial Advisors, L.L.C. is based in Akron, OH and has been SEC-registered since 2002.
Sequoia Financial Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3500 Embassy Parkway, Akron, OH 44333 |
| Phone | 330-375-9480 |
| Fax | 833-267-4550 |
| Office hours | 8:30a.m.- 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1599900 |
| Discloses disciplinary history | No |
| Discretionary | $21.49B |
| Non-discretionary | $1.55B |
| Total (RAUM) | $23.03B |