Sequoia Global Equities

RIASEC RegisteredEst. 2012
Total AUM
$10.4B
Discretionary
$10.4B
100% of AUM
Avg account
$2.6B
Accounts
4
Employees
26
Advisory reps
6

Firm details

Headquarters
Menlo Park, California
CRD number
157402
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sequoia Global Equities is organized as a limited partnership and operates as a hedge fund that primarily serves institutional clients. It has been SEC-registered since 2012 and combines portfolio management for pooled investment vehicles with commodity pool operator/commodity trading advisor (CPO/CTA) activities. The firm can act as sponsor, general partner or managing member of pooled vehicles, and its fee model includes both a percentage of assets under management and performance-based fees. Sequoia Global Equities does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Vincent Wu

    Vincent Wu

    Chief Investment OfficerCRD 4829391

  • Ping Wu

    Chief Financial OfficerCRD 7357143

  • Jennifer Ciresi

    Jennifer Ciresi

    Chief Compliance Officer & General CounselCRD 7001102

Contacts

3 of 3
  • Aneesh Venkat

    General PartnerCRD 5178730

  • Rock Meng

    General PartnerCRD 4691788

  • Bryce Kam

    Bryce Kam

    Portfolio ManagerCRD 6100834

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
2800 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth