SQN INVESTORS LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
171505
Registered since
October 24, 2024

Firm profile

FINTRX

Overview

SQN Investors LP is a limited partnership focused on pooled investment activity and commodity trading/management. The firm is registered to operate as a commodity pool operator or commodity trading advisor (CPO/CTA) and also serves as a sponsor, general partner and managing member of pooled investment vehicles. That structure signals a business built around advising and operating private pooled vehicles rather than broad retail advisory relationships. Investment activity shows a tilt toward concentrated positions and private-market structures. Public filings disclose a very small public equity footprint relative to total assets, while the firm sponsors multiple private funds and holds positions in commodity- and energy-related strategies. SQN Investors LP is not flagged as an active ESG investor and is organized as a domestic entity with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

1 of 1
  • DARREN HUBER

    CFOCRD 4973265

Contacts

2 of 2
  • AMISH MEHTA

    FounderCRD 6334838

  • AMITA MEHTA

    ManagerCRD 6632125

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
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth