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Type	Result	AUM

Kevin O'shea
Firm	Sequoia Financial Advisors LLC
Address	3500 Embassy Parkway Akron, OH 44333
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Sequoia Financial Advisors LLC
SFG Diameter Private Credit LP	021-509540	Executive Officer		64.4 M	36.1 M
North Point II REIT LLC	021-271946	Director		0.1 M of 0.1 M
AVB Maple Leaf REIT LLC	021-208573	Executive Officer		0.1 M of 0.1 M
Avalonbay Communities Inc	021-192643	Executive Officer		1,875.2 M of 1,875.2 M
Persimmon Growth Partners Fund LP	021-62452	Executive Officer		44.9 M
Persimmon Research Partners LP	021-93812	Executive Officer		120.4 M
Dakota Wealth LLC
Par Fund SPV LLC	021-148893	Executive Officer		9.4 M	1.0 M

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