Sequoia Financial Advisors is a fund manager in Akron with $15.57 bn assets under management.
Company profile
Employees
Location
SEC CIK
IRS number
341913859
SEC advisor number
801-61089
FINRA CRD number
117756
AUM ?
$15.57 bn
(as of 17 Apr 23)
Accounts
19,755
(as of 17 Apr 23)
Employees
212
(135 investment advisory or research)
Address
Sequoia Financial Advisors
3500 EMBASSY PARKWAY
AKRON
OH 44333
3500 EMBASSY PARKWAY
AKRON
OH 44333
Office hours
Monday - Friday, 8:00AM- 5:00PM
Phone
330-375-9480
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Haught, Thomas, Arthur | Pres, CEO | 04/2000 | < 5% |
Sequoia Financial Group, LLC | Owner | 01/2000 | > 75% |
Thomas A. Haught Living Trust | Owner | 04/2000 | 25-50% |
Knotek, Gerald, Paul | Executive Vice President | 02/2018 | < 5% |
Haught, Thomas, Arthur | Trustee | 04/2000 | > 75% |
Tichnell, Kevin, Nicholas | Chief Financial Officer | 01/2021 | < 5% |
Kantra, Albert, Steven | Chief Operating Officer | 10/2021 | < 5% |
Dunn, Matthew, James | VP, Chief Compliance Officer | 03/2023 | < 5% |
Sherman Aggregator, LP | Member | 10/2022 | 25-50% |
Sherman Opportunity Opportunity - a LP | Member | 10/2022 | 25-50% |
Valeas Capital Partners Fund I LP | Member | 10/2022 | 25-50% |
Amg Pantheon Lead Fund, LLC | Member | 10/2022 | 50-75% |
Coller Partners 815 LP Incorporated | Member | 10/2022 | 25-50% |
Mccauley, Annelise, Waterfall | Chief Client Experience Officer | 08/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Sequoia Financial Group, L.L.C. | $15.57 bn | |
SFG Multi Strategy Fund, LP | $15.39 mm | Hedge Fund |
Zca Apex Corporate Partners, LLC | $13.74 mm | Real Estate Fund |
Zca Chesterbrook , LP | $10.85 mm | Private Equity Fund |
Zca Devon Park Drive, LP | $11.87 mm | Real Estate Fund |
Zca Focus Fund LP | $61.94 mm | Hedge Fund |
Zca Front Street Qof, LLC | $10.70 mm | Real Estate Fund |
Zca Global Equity Strategy LP | $509.60 mm | Other Private Fund |
Zca Hedged Credit Strategy, LP | $74.92 mm | Hedge Fund |
Zca Long/short Strategy, LP | $14.24 mm | Hedge Fund |
Zca Niche Credit Opportunities Fund, LP | $198.37 mm | Other Private Fund |
Zca Private Investments Fund II, LP | $33.47 mm | Other Private Fund |
Zca Private Investments Fund III, LP | $37.08 mm | Other Private Fund |
Zca Private Investments Fund, LP | $61.57 mm | Other Private Fund |
Zca Rock Island, LP | $106.52 mm | Private Equity Fund |
Zca, Gti, LP | $2.01 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22