Sequoia S.F.A.

Overview

Sequoia S.F.A. is a fee-based wealth manager serving individual and family clients with concentrated portfolio management for smaller private clients and businesses. The firm tilts heavily to equities and exchange-traded instruments, running both discretionary mandates and client-directed (non-discretionary) accounts. Its ownership structure shows a foreign-entity/individual interest, and its operational profile points to a boutique that manages internationally custodied assets rather than a broad retail wirehouse model. Sequoia S.F.A. does not identify as an active ESG investor and focuses its advisory work on direct portfolio management rather than pension consulting or institutional solutions. Investment activity emphasizes liquid, exchange-traded exposure—Sequoia uses ETFs and listed equities as the dominant building blocks of client portfolios, supplemented by credit exposures. The firm charges clients based on a percentage of assets under management and structures engagements around individually managed accounts rather than pooled vehicle management.

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