Funds

0

PE funds

0

Regulatory AUM

$20B

Investments

0

Active investments

0

Size band

LOWER MIDDLE MARKETderivedproxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-08-22

Latest ADV filing

Aug 22, 2024

Employees (ADV)

276

• Occurred

  Jun 1, 2024
  Person joined

  Christopher Brian Thom joined Schedule A of Sequoia Financial Group, L.L.C. as Evp, Chief Strategy & Partnership Officer

  Form ADVobserved 6 days ago
• Occurred

  May 1, 2023
  Person joined

  Joseph a Glick joined Schedule A of Sequoia Financial Group, L.L.C. as Evp, Chief Operating Officer

  Form ADVobserved 6 days ago
• Occurred

  Oct 1, 2022
  Person joined

  Matthew James Dunn joined Schedule A of Sequoia Financial Group, L.L.C. as Vp, Compliance Officer

  Form ADVobserved 6 days ago
• Occurred

  Jan 1, 2022
  Person joined

  Eric Lyle Rosenblatt joined Schedule A of Sequoia Financial Group, L.L.C. as Controller

  Form ADVobserved 6 days ago
• Occurred

  Oct 1, 2021
  Person joined

  Albert Steven Kantra joined Schedule A of Sequoia Financial Group, L.L.C. as Chief Operating Officer

  Form ADVobserved 6 days ago
• Occurred

  Aug 1, 2021
  Person joined

  Annelise Waterfall Mccauley joined Schedule A of Sequoia Financial Group, L.L.C. as Chief Client Experience Officer

  Form ADVobserved 6 days ago
• Occurred

  Jan 1, 2021
  Person joined

  Kevin Nicholas Tichnell joined Schedule A of Sequoia Financial Group, L.L.C. as Chief Financial Officer

  Form ADVobserved 6 days ago
• Occurred

  Jul 7, 2020
  Transaction announced

  Sequoia Financial Group Partners With Kudu Investment Management To Buttress Continued Growth

  Kudu Investment Holdings, LLCNews and newswireobserved 3 days ago
• Occurred

  Jul 7, 2020
  Growth investment

  Sequoia Financial Group Partners With Kudu Investment Management To Buttress Continued Growth

  News and newswireobserved 3 days ago
• Occurred

  Feb 1, 2019
  Person joined

  Trevor Robert Chuna joined Schedule A of Sequoia Financial Group, L.L.C. as Chief Technology Officer

  Form ADVobserved 6 days ago
• Occurred

  Mar 21, 2013
  Person left

  Stephanie Ann Hanayik (Chief Compliance Officer) no longer on Schedule A of Sequoia Financial Group, L.L.C.

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2012
  Adviser first adv filing

  Sequoia Financial Group, L.L.C. first filed Form ADV in the extract (IA)

  Form ADVobserved 6 days ago

Also named here, with no published line of their own (reach them through the firm): Joseph a Glick (Evp, Chief Operating Officer), Eric Lyle Rosenblatt (Controller), Christopher Brian Thom (Evp, Chief Strategy & Partnership Officer), Matthew James Dunn (Chief Compliance Officer), Annelise Waterfall Mccauley (Evp, Chief Client Experience Officer), Trevor Robert Chuna (Chief Technology Officer), Thomas Aurthur Haught (Trustee), Gerald Paul Knotek (Executive Vice President), Kevin Nicholas Tichnell (Evp, Chief Strategy & Acquisitions Officer), Albert Steven Kantra (Evp, Head Of Advisors & Business Development).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Private Equity

Canonical id

dfx:pe:9ab643e5-7a71-4102-b8b8-3dc9305b93b1

First observed

Sep 13, 2026

Last observed

Sep 16, 2026 3 days ago

Source families

Federal regulator filings, Firm and issuer disclosures, News and newswire

4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.