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RE fundsReal estate fund manageriaunder 1bunclassified · candidate

Sequoia Financial Group, L.L.C.

Real Estate Funds

Akron, OH

Search this name across graphsid dfx:ref:f248a709-9c38-437d-8073-f9383d75fc92

Data as of Sep 20, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 21, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 4
On other graphs: 4
Observed: Sep 15, 2026 to Sep 20, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sequoia Financial Advisors, L.L.C.

Private equity manager · shared crd

Independent Sponsorsidentity

Sequoia Financial Group, L.L.C.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SEQUOIA FINANCIAL GROUP, L.L.C.

Registered adviser · shared crd

Private Creditidentity

SEQUOIA FINANCIAL GROUP, L.L.C.

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: sequoialearns.com
Reported GAV: $40.3Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $40.3Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $20Bregulatory assets as filed
Vehicles, current: 3
Vehicles, ever: 3
First real estate filing: 2012
Latest ADV filing: Aug 22, 2024
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 117756
SEC number: 801-61089

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 3 rows folded into 1

Year	Vehicles reporting	GAV, sum
2024	3	$40.3M

Relationships

Employs (10)

→ Thomas Arthur HaughtPrincipalTrustee
Apr 1, 2000 to presentfactForm ADV
→ Gerald Paul KnotekPrincipalExecutive Vice President
Feb 1, 2018 to presentfactForm ADV
→ Kevin Nicholas TichnellPrincipalEvp, Chief Strategy & Acquisitions Officer
Jan 1, 2021 to presentfactForm ADV
→ Albert Steven KantraPrincipalEvp, Head Of Advisors & Business Development
Oct 1, 2021 to presentfactForm ADV
→ Matthew James DunnPrincipalChief Compliance Officer
Mar 1, 2023 to presentfactForm ADV
→ Annelise Waterfall MccauleyPrincipalEvp, Chief Client Experience Officer
Aug 1, 2021 to presentfactForm ADV
→ Trevor Robert ChunaPrincipalChief Technology Officer
Feb 1, 2019 to presentfactForm ADV
→ Joseph a GlickPrincipalEvp, Chief Operating Officer
May 1, 2023 to presentfactForm ADV
→ Eric Lyle RosenblattPrincipalController
Jan 1, 2022 to presentfactForm ADV
→ Christopher Brian ThomPrincipalEvp, Chief Strategy & Partnership Officer
Jun 1, 2024 to presentfactForm ADV

Manages (3)

→ ZCA Apex Corporate Partners, LLCReal estate fund vehiclefund
Mar 28, 2023 to presentfactForm ADV
→ ZCA Front Street Qof, LLCReal estate fund vehiclefund
Mar 28, 2023 to presentfactForm ADV
→ ZCA Devon Park Drive, LPReal estate fund vehiclefund
Mar 28, 2023 to presentfactForm ADV

Owns (7)

← Sequoia Financial Group, LLCOrgOwner
Jan 1, 2000 to presentfactForm ADV
← Thomas a. Haught Living TrustOrgOwner
Apr 1, 2000 to presentfactForm ADV
← Sherman Aggregator, LPOrgMember
Oct 1, 2022 to presentfactForm ADV
← Sherman Opportunity Opportunity - a LPOrgMember
Oct 1, 2022 to presentfactForm ADV
← Valeas Capital Partners Fund I LPOrgMember
Oct 1, 2022 to presentfactForm ADV
← AMG Pantheon Lead Fund, LLCOrgMember
Oct 1, 2022 to presentfactForm ADV
← Coller Partners 815 LP IncorporatedOrgMember
Oct 1, 2022 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2023
Vehicle first reported on Form ADV
ZCA Apex Corporate Partners, LLC first reported on Form ADV by Sequoia Financial Group, L.L.C., GAV $13,738,207
Form ADVobserved 5 days ago
$13.7M
Occurred
Mar 28, 2023
Vehicle first reported on Form ADV
ZCA Front Street Qof, LLC first reported on Form ADV by Sequoia Financial Group, L.L.C., GAV $10,696,526
Form ADVobserved 5 days ago
$10.7M
Occurred
Mar 28, 2023
Vehicle first reported on Form ADV
ZCA Devon Park Drive, LP first reported on Form ADV by Sequoia Financial Group, L.L.C., GAV $11,866,385
Form ADVobserved 5 days ago
$11.9M
Occurred
Mar 30, 2012
Manager's first real estate fund filing
Sequoia Financial Group, L.L.C. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:f248a709-9c38-437d-8073-f9383d75fc92
First observed: Sep 15, 2026
Last observed: Sep 20, 2026 12 h ago
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.

Sequoia Financial Group, L.L.C.

Real Estate Funds

Akron, OH

Search this name across graphsid dfx:ref:f248a709-9c38-437d-8073-f9383d75fc92

Year

Vehicles reporting

GAV, sum

2024

$40.3M