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Sequoia Financial Advisors LLC
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CRD # | 117756 |
SEC # | 801-61089 |
CIK # | 0001599900 |
AUM | $20.0 BB (2024-08-22) |
Employees | 276 (52% Investors, 2% Brokers) |
Phone | 330-375-9480 |
Address | 3500 Embassy Parkway Akron, OH 44333 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.3 | |
MSFT | 1,918.2 | 0.3 | |
NVDA | 399.6 | 0.2 | |
AMZN | 1,093.0 | 0.2 | |
GOOGL | 1,475.1 | 0.1 | |
GLD | 0.1 | ||
GOOG | 1,482.6 | 0.1 | |
AVGO | 201.3 | 0.1 | |
META | 434.9 | 0.1 | |
LLY | 301.8 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | SFG Diameter Private Credit LP | [2024-08-22] | 59.6 | 14.9 |
HF | SFG Global Equity Strategy Institutional LP | [2024-03-21] | 320.0 | 710.5 |
HF | SFG Global Equity Strategy LP | [2024-03-21] | 320.0 | 21.3 |
Other | ZCA Private Investments Fund III LP | [2023-03-15] | 12.4 | 23.9 |
HF | SFG Multi Strategy Fund LP | 2022-11-30 | 24.0 | |
Other | ZCA Private Investments Fund II LP | [2022-03-31] | 5.2 | 42.8 |
HF | ZCA Focus Fund LP | [2021-03-26] | 26.3 | 73.3 |
PE | ZCA Chesterbrook LP | [2020-03-30] | 10.5 | 8.0 |
RE | ZCA Front Street QOF LLC | [2020-03-30] | 3.7 | 10.9 |
PE | ZCA Rock Island LP | [2020-03-30] | 27.5 | 107.7 |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 4,826 | 3.2 |
(b) Individuals (high net worth individuals) | 2,759 | 14.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 17 | 1.5 |
(g) Pension and profit sharing plans | 6 | 0.0 |
(h) Charitable organizations | 12 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 39 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 24,703 | 20.0 |
By Discretionary | ||
Discretionary | 24,514 | 18.2 |
Non-Discretionary | 189 | 1.8 |
Total | 24,703 | 20.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 20.0 | |
Total | 24,703 | 20.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Edward Antoian | 17 | |||
Norborne Smith | 9 | |||
Kevin Oshea | 7 | |||
Norborne Smith III | 5 | |||
Sequoia Financial Advisors LLC | 4 | |||
John Kemmerer | 2 | |||
Nick Zamparelli | 2 | |||
Paul Polries | 2 | |||
Advisors LLC Zeke Capital | 1 | |||
Matt Dunn | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001599900] | |
SC 13G | [0001599900] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Sequoia Financial Advisors LLC | SPDR Index Shares Funds Formerly Streettracks Index Shares Funds | [2018-02-13] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Partners Capital Investment Group LLP
✚
|
MA | 35.3 |
The Colony Group LLC
✚
|
MA | 21.5 |
Goldman Sachs Hedge Fund Strategies LLC
✚
|
NY | 11.3 |
Vivaldi Capital Management LP
✚
|
IL | 3.7 |
Avidian Wealth Solutions LLC
✚
|
TX | 3.1 |
Alliance Advisory & Securities LLC
✚
|
CA | 0.6 |
Adams Wealth Management LLC
✚
|
UT | 0.6 |
freeGulliver LLC
✚
|
LA | 0.5 |
Gilder Office for Growth LLC
✚
|
NC | 0.0 |
Springcreek Corp
✚
|
CA | 0.0 |