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SEC Form ADV · CIK 1599900

SEQUOIA FINANCIAL GROUP, L.L.C.

Registered Investment AdviserOH
$32.2B
Assets Under Management
100
Total Clients
424
Employees
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Registration Details

CIK
1599900
Accession
crd-117756
Location
AKRON, OH
Filing Date
June 30, 2026
AUM
$32.2B
Total Clients
100
Institutional Clients
48
Employees
424
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesCorporations

Private Funds

17 private funds reported on Form ADV Schedule D 7.B.1, $1.6B in combined gross assets.

  • SFG GLOBAL EQUITY STRATEGY INSTITUTIONAL, LPHedge Fund$831.9M
  • ZCA NICHE CREDIT OPPORTUNITIES FUND, LPOther Private Fund$328.9M
  • ZCA HEDGED CREDIT STRATEGY, LPHedge Fund$107.2M
  • ZCA FOCUS FUND LPHedge Fund$64.1M
  • ZCA PRIVATE INVESTMENTS FUND II, LPPrivate Equity Fund$53.1M
  • SFG ALIGNED, LPPrivate Equity Fund$40.8M
  • SFG DIAMETER PRIVATE CREDIT, LPPrivate Equity Fund$36.1M
  • SFG MULTI STRATEGY FUND, LPPrivate Equity Fund$34.6M
  • ZCA PRIVATE INVESTMENTS FUND III, LPPrivate Equity Fund$34.2M
  • ZCA LONG/SHORT STRATEGY, LPHedge Fund$29.7M
  • SFG GLOBAL EQUITY STRATEGY, LPHedge Fund$25.7M
  • ZCA PRIVATE INVESTMENTS FUND, LPPrivate Equity Fund$24.9M
  • SFG PRIVATE INVESTMENTS FUND IV, LPPrivate Equity Fund$9.3M
  • ZCA APEX CORPORATE PARTNERS, LLCReal Estate Fund$6.6M
  • ZCA FRONT STREET QOF, LLCReal Estate Fund$6.0M
  • ZCA CHESTERBROOK , LPReal Estate Fund$4.3M
  • ZCA DEVON PARK DRIVE, LPReal Estate Fund$657K

About this Adviser

SEQUOIA FINANCIAL GROUP, L.L.C. is a registered investment adviser headquartered in AKRON, OH, managing approximately $32.2B in assets across 100 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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