Sequoia Capital Operations, LLC

RIASEC RegisteredEst. 2022
Total AUM
$82.2B
Discretionary
$82.2B
100% of AUM
Avg account
$1.4B
Accounts
60
Employees
168
Advisory reps
14

Firm details

Headquarters
Menlo Park, California
CRD number
157373
Registered since
January 3, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sequoia Capital Operations, LLC is a limited liability company that operates as a multifaceted fund manager combining venture capital, hedge fund and private equity activities. The firm is SEC-registered (since 2022) and serves institutional clients, charging asset-based fees and other fee types. It functions in roles beyond a traditional advisor: acting as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles, and serving as sponsor, general partner or managing member of pooled funds. The firm is not positioned as an ESG-focused manager and is not identified as a capital allocator in the dataset. Sequoia Capital Operations was recognized by AdvisorHub as one of "50 RIA Firms to Watch" in 2026.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jung Son

    Jung Son

    Chief Legal OfficerCRD 6736350

  • Marie Klemchuk

    Marie Klemchuk

    CFOCRD 6628690

Contacts

3 of 12
  • David Cahn

    PartnerCRD 6493703

  • James Goetz

    James Goetz

    PartnerCRD 6044025

  • Patrick Grady

    Patrick Grady

    PartnerCRD 6190481

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth