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
7

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 operates as a limited partnership organized as a hedge fund and registered with the SEC in 2012. The firm serves institutional clients and runs pooled investment vehicles, acting in roles that include portfolio manager for those vehicles and CPO/CTA functions. Its fee model combines an asset-based charge with performance fees, consistent with hedge-fund economics. Ownership is reported across domestic entities, foreign entities and individuals. The adviser is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not present itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 4
  • Michael Digrande

    Chief Compliance OfficerCRD 7852160

  • Vincent Wu

    Vincent Wu

    Chief Investment OfficerCRD 4829391

  • Ping Wu

    Chief Financial OfficerCRD 7357143

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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