Sequoia S.F.A. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 26, 2026, reports $212M in regulatory assets under management, 2 employees, and 97 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.8% of total clients.
Top client categories% of clientsClients
1
HNWI
91.8%
89
2
Individuals
8.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of February 26, 2026
Discretionary66.1%
$140M
66% of total RAUM66.1%
Non-discretionary33.9%
$72M
34% of total RAUM33.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts97
10Y AUM Change+$124M (+139.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.