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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Akron, OH

Sequoia Financial Group

$30.6B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.94B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Real Estate, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.94B
Total AUM: $30.6B
Median Disclosed Amount
$100.8M
Range: $15.0M – $214.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Sequoia Financial Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
TPG Real Estate Partners II, LPAdviser 7.B Vehicle Real Estate 2025
$214.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed Venture Partners VIIAdviser 7.B Vehicle Venture Capital 2025
$201.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Tactical Opportunities - Sandia Series, L.P.Adviser 7.B Vehicle Buyout 2025
$158.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sustainable Assets Fund IV, L.P.Adviser 7.B Vehicle Real Assets 2024
$186.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Newlight Senior Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2024
$177.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Sequoia Financial Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Sequoia Financial Group (Family Office / MFO, $30.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.7% Actual; $398.3M Unallocated Target Bandwidth). SEC Form ADV (801-61089, CRD #117756) verified $30.64B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Sequoia Financial Group

735 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sequoia Financial Group (31 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 17 Shared Vehicles

Ascension Investment Management (Ascension Health)

OCIO / Wealth RIA St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Select Fund II (2023 Vintage)
Sequoia Financial Group: $127.0M · SEC Form ADV 7.B
Ascension Investment Management (Ascension Health): $119.2M · IRS Form 990 Sched D

Additional shared vehicles: H&F Invest IX (2023 Vintage) · H&F Pacific Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 16 Shared Vehicles

Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Executive Fund X (2024 Vintage)
Sequoia Financial Group: $129.0M · SEC Form ADV 7.B
Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: H&F Select Fund II (2023 Vintage) · H&F Invest IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 16 Shared Vehicles

Brookfield Public Securities Group

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Invest IX (2023 Vintage)
Sequoia Financial Group: $99.5M · SEC Form ADV 7.B
Brookfield Public Securities Group: $136.2M · SEC Form ADV 7.B

Additional shared vehicles: H&F Select Fund II (2023 Vintage) · H&F Pacific Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+732 Additional Institutional LPs Report Shared Vehicles with Sequoia Financial Group

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Sequoia Financial Group

You are viewing 5 open public preview records (out of 32 total tracked records for Sequoia Financial Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (735 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Sequoia Financial Group

Buyout LPs →Venture Capital LPs →Private Equity LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: Sequoia Financial Group

What type of institutional allocator is Sequoia Financial Group and what is their typical disclosed ticket size?

Sequoia Financial Group is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Akron, OH). Across 32 historical disclosure records tracked on Prilago ($2.94B total parsed USD across disclosed rows), the median disclosed amount is $100.8M (range: $15.0M to $214.2M).

Which private-market strategies appear in Sequoia Financial Group's public disclosures?

Sequoia Financial Group has disclosed records across Buyout, Venture Capital, Private Equity, Real Estate, Private Credit. Open preview records include TPG Real Estate Partners II, LP (2025 Vintage), Lightspeed Venture Partners VII (2025 Vintage), BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage), Sustainable Assets Fund IV, L.P. (2024 Vintage).

How are Sequoia Financial Group's historical records substantiated and separated from active searches on Prilago?

Records for Sequoia Financial Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Sequoia Financial Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sequoia-financial-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sequoia Financial Group?

In Prilago's bilateral commitment graph, Sequoia Financial Group shares resolved underlying fund vehicles with 735 institutional LPs across 31 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Ascension Investment Management (Ascension Health) (17 shared vehicles, e.g. H&F Select Fund II (2023 Vintage)), Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account (16 shared vehicles, e.g. H&F Executive Fund X (2024 Vintage)), Brookfield Public Securities Group (16 shared vehicles, e.g. H&F Invest IX (2023 Vintage)).

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