This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

SEQUOIA FINANCIAL GROUP, L.L.C.CRD 117756

Fund type

PRIVATELY HELD CO

Latest reported GAV

$34.2Mgross asset value on Schedule D 7.B(1), as of 2026-08-24; never fund size

Peak reported GAV

$37.1M

Beneficial owners

94

Minimum investment

$100,000

Owned by the adviser

600%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-451523an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 15, 2023

Last reported

Aug 24, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

11

Fund id

805-2571313526

Graph

RIA / Wealth Management

Canonical id

dfx:ria:823cc728-73c9-415d-871d-d5371528cdf4

First observed

Mar 15, 2023

Last observed

Aug 24, 2026 28 days ago

Source families

Federal regulator filings

1 registered feed 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.