Hedge fund profile

Sfg Global Equity Strategy Institutional, LP

Sfg Global Equity Strategy Institutional, LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Sequoia Financial Group, LLC, based in Akron, Ohio, United States.

$831.9Mgross assets
$250Kminimum
141owners
3(c)(7)exemption

Disclosure fields

Fund facts

SEC private fund ID805-4498378534
Reference ID373352
JurisdictionDelaware, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership0%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/18/2026 02:11:01 PM

Adviser

Sequoia Financial Group, LLC

TypeRegistered investment adviser
SEC number801-61089
CRD117756
Regulatory AUM$32.2B

Compliance signals

Exempt from registration Sales limitation not marked No prime broker flag Custodians reported

Service providers

Reported counterparties

General partners

Sequoia Financial Advisors, LLC

Auditors

DELOITTE LLP

Custodians

CHARLES SCHWAB & CO., INC.

Administrators

ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS

Same adviser

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