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advised by SEQUOIA FINANCIAL GROUP, L.L.C.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Aug 22, 2024 | $711M | 136 | $250,000 | 100.0% | yes | SFG GLOBAL EQUITY STRATEGY INSTITUTIONAL, LP |
| May 9, 2024 | $576M | 126 | $250,000 | 0.0% | yes | SFG GLOBAL EQUITY STRATEGY INSTITUTIONAL, LP |
| Mar 21, 2024 | $576M | 126 | $250,000 | 0.0% | yes | SFG GLOBAL EQUITY STRATEGY INSTITUTIONAL, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |