Investor · Akron, OH

Sequoia Financial Advisors, Llc

Open Sequoia in the network graph →

Filings

8

SEC Form D

Connections

20

co-filers

Capital

—

across filings

Active

Feb 2024

to Jan 2026

Most-connected co-filers (20)

Sequoia Financial Advisors, Llc · Akron, OH6 shared Charles King · Los Angeles, CA6 shared James Reid · O'Fallon, MO4 shared Matthew J. Dunn · Akron, OH4 shared Thomas A. Haught · Akron, OH4 shared Lauren Young · SAN JOSE, CA3 shared Frank J. Hariton · White Plains, NY3 shared Karla J. Bodden · Grand Cayman, Cayman Islands2 shared Jim Durkin · Akron, OH2 shared Kevin O'Shea · Akron, OH2 shared Stephen Meek · Dallas, TX2 shared Norborne G. Smith Iii · Berwyn, PA2 shared Nicholas Zamparelli · Akron, OH2 shared Barry Mainz · SAN JOSE, CA2 shared Edward N. Antoian · Berwyn, PA2 shared Gary J. Clark · Grand Cayman, Cayman Islands2 shared Dennis J. Hunter · Grand Cayman, Cayman Islands2 shared Phil J. Schmitt · George Town, Grand Cayman, Cayman Islands2 shared Gerald P. Knoteck · Akron, OH2 shared Mathew J. Dunn · Akron, OH2 shared

Recent filings (8)

SFG Global Equity Strategy, LPJan 2026 · 3 co-filers SFG Global Equity Strategy Institutional, LPJan 2026 · 3 co-filers SFG Diameter Private Credit, LPApr 2025 · 16 co-filers SFG Global Equity Strategy, LPFeb 2025 · 10 co-filers SFG Global Equity Strategy Institutional, LPFeb 2025 · 10 co-filers SFG Diameter Private Credit, LPApr 2024 · 16 co-filers SFG Global Equity Strategy, LPFeb 2024 · 10 co-filers SFG Global Equity Strategy Institutional, LPFeb 2024 · 10 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Sequoia in the interactive graph →