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| Sequoia Financial Advisors LLC
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|---|---|
| CRD # | 117756 |
| SEC # | 801-61089 |
| CIK # | 0001599900 |
| AUM | $15.6 BB (2023-03-28) |
| Employees | 212 (64% Investors, 2% Brokers) |
| Phone | 330-375-9480 |
| Address | 3500 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | ZCA Private Investments Fund III LP | [2023-03-15] | 12.4 | 37.1 |
| HF | SFG Multi Strategy Fund LP | 2022-11-30 | 15.4 | |
| Other | ZCA Private Investments Fund II LP | [2022-03-31] | 5.2 | 33.5 |
| HF | ZCA Focus Fund LP | [2021-03-26] | 26.3 | 61.9 |
| PE | ZCA Chesterbrook LP | [2020-03-30] | 10.5 | 10.8 |
| RE | ZCA Front Street QOF LLC | [2020-03-30] | 3.7 | 10.7 |
| PE | ZCA Rock Island LP | [2020-03-30] | 27.5 | 106.5 |
| RE | ZCA Apex Corporate Partners LLC | [2018-03-30] | 23.0 | 13.7 |
| Other | ZCA GTI LP | [2018-03-30] | 4.6 | 2.0 |
| Other | ZCA Private Investments Fund LP | [2018-03-30] | 23.0 | 61.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,870 | 1.8 |
| (b) Individuals (high net worth individuals) | 2,142 | 12.4 |
| (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 | 1 | 1.2 |
| (g) Pension and profit sharing plans | 16 | 0.1 |
| (h) Charitable organizations | 6 | 0.0 |
| (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 | 20 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 19,755 | 15.6 |
| By Discretionary | ||
| Discretionary | 19,230 | 12.2 |
| Non-Discretionary | 525 | 3.3 |
| Total | 19,755 | 15.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.6 | |
| Total | 19,755 | 15.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Edward Antoian | 16 | |||
| Norborne Smith | 9 | |||
| John Kemmerer | 2 | |||
| Paul Polries | 2 | |||
| ZCA Chesterbrook GP LLC | 1 | |||
| Steven Tazza | 1 | |||
| Zeke Capital Advisors | 1 | |||
| Advisors LLC Zeke Capital | 1 | |||
| Gee Smith | 1 | |||
| Nick Zamparelli | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599900] | |
| SC 13G | [0001599900] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| 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 | 30.3 |
|
Pathstone Family Office LLC
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|
NJ | 24.8 |
|
Cresset Asset Management LLC
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|
IL | 24.6 |
|
The Colony Group LLC
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|
MA | 18.8 |
|
Goldman Sachs Hedge Fund Strategies LLC
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NY | 11.5 |
|
RMB Capital Management LLC
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|
IL | 6.4 |
|
Avidian Wealth Solutions LLC
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|
TX | 3.7 |
|
Vivaldi Capital Management LP
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|
IL | 3.3 |
|
freeGulliver LLC
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|
LA | 0.5 |
|
Alliance Advisory & Securities LLC
✚
|
CA | 0.5 |