SEQUEL HOLDINGS, L.P.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 170237
- Registered since
- July 26, 2019
- Website
- www.sequelholdings.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sequel Holdings, L.P. is organized as a limited partnership and is registered with the SEC as an adviser since 2019. The firm is classified as a private equity fund and primarily serves institutional clients. Its regulatory profile and stated advisory activity indicate the firm manages pooled investment vehicles rather than offering bespoke, individual wealth management. Sequel charges both a percentage-of-assets fee and performance-based fees, consistent with a private fund/investment manager economics. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
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
Contacts
3 of 3MICHAEL CROW
PartnerCRD 1695878
Lisa Tyson Sandefer
Partner, General CounselCRD 7147739
JOHN MADDEN
Managing PartnerCRD 1989680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 8080 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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