Sequoia S.F.A.
Firm details
- Headquarters
- Zurich,
- CRD number
- 158031
- Registered since
- October 19, 2011
- Website
- www.sequoia-sfa.ch
- Custodians
- VONTOBEL SECURITIES LTD., DZ PRIVATBANK (SCHWEIZ) AG, NPB
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.5%
- Individuals1.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sequoia S.F.A. is an independent, individually owned registered investment adviser that has been SEC-registered since 2011. The firm focuses on discretionary portfolio management for individuals, families and small businesses and charges fees as a percentage of assets under management. Sequoia does not position itself as a capital allocator or pension consultant and does not flag ESG investing as an active part of its process. The adviser’s client base is principally individual and family clients; its advisory services center on constructing and managing portfolios rather than operating external pooled vehicles. Custody relationships with private banks suggest the firm manages assets that are held with institutional private-banking custodians.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Other12%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- Sovereign Bonds1%
Owners & executives
1 of 1Hanno Huber
Chief Investment OfficerCRD 5971355
Contacts
2 of 2Thomas Lehmann
Financial AdvisorCRD 5955018
Marcel Derek
Wealth ManagerCRD 8316378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- Weinplatz 7
- Office locations
Similar firms
Brixton Capital Wealth Advisors, LLC
RIAGarden City, NY
Sackett Wealth Advisors, Inc.
RIABrea, CA
Coastwise Capital Group, LLC
RIALa Jolla, CA
Urban Wealth Management Or Uwm
RIAAltius Financial, Inc.
RIADenver, CO
Excolere Equity Partners, LLC
RIALos Angeles, CA