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SEC Form D · filed February 13, 2025

SFG Global Equity Strategy Institutional, LP

Offering
Sold
$672.9M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
AKRON, OH
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (11)

Mathew J. Dunn · Akron, OHExecNorborne G. Smith Iii · Berwyn, PAExecThomas A. Haught · Akron, OHExecSequoia Financial Advisors, Llc · Akron, OHDirectorThomas A. Haught · Akron, OHExecNorborne G. Smith Iii · Berwyn, PAExecMathew J. Dunn · Akron, OHExecCharles King · Los Angeles, CAExecFrank J. Hariton · White Plains, NYExecJames Reid · O'Fallon, MOExecSequoia Financial Advisors, Llc · Akron, OHDirector

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗