SEQUOALPHA MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
337341

Firm profile

FINTRX

Overview

Sequoalpha Management LLC is organized as a limited liability company and is owned by an individual. The firm is classified as unclassified in the dataset and does not present itself as a multi-state adviser, pension consultant, or related adviser. It is not identified as an active ESG investor or a capital allocator in the material provided. Reported activities emphasize fund sponsorship and governance: Sequoalpha acts as a sponsor, general partner and managing member of pooled investment vehicles rather than operating primarily as a traditional advisory firm with separate client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Haoxuan Zou

    ExecutiveCRD 8125110

  • Zhiyi ZHOU

    Head of TradingCRD 6709089

  • Xinyu Wang

    CRD 7931407

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNTAIN VIEW, CA

SANTA CLARA

Location

MOUNTAIN VIEW, CA

Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
319 Bernardo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth