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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$212MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$140M

Private client RAUM

$212MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

97

Individual clients

8

High net worth clients

89

SEC number

801-72715

CRD

158031

Filings on the tape

20

First filed

Jan 30, 2012

Latest filed

Aug 13, 2026

Organised

Corporation

Website

sequoia-sfa.ch

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7795bfc-2dfc-ec94-966b-689485d0e562

First observed

Jan 30, 2012

Last observed

Aug 13, 2026 38 days ago

Source families

Federal regulator filings

3 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.