DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Sfg Global Equity Strategy, LP

Hedge Fundadvised bySequoia Financial Group, L.L.C.independent RIA805-7088320977IAPD
Gross asset value
$25.7M
as of Aug 24, 2026; not a fund size
Peak GAV
$25.7M
highest filing
Owners
17
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
68%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
3 filings
Mar 21, 2024 to Aug 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$21.3M as of Aug 22, 2024
Mar 21, 2024$17.7M then
Owners17 as of Aug 22, 2024
Mar 21, 202416 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-228214reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
68%reportedadviser and related persons