Sequoia S.F.A.

Overview

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