Sequoia Financial Group

Asset Manager SEC-registered adviser

Legal name: Sequoia Financial Advisors, L.L.C.

Akron, OH Website LinkedIn X

AUM

$32.2B
Regulatory AUM

Private funds

17
Private Equity 7 · Hedge Fund 5 · Real Estate 4 · Other 1

Private fund assets

$1.6B
Gross asset value

Employees

424

Last Form D raise

Jun 2026
Most recent fund filing

From SEC Form ADV filing (filed Aug 24, 2026). View on SEC

People(12)

Owners and executive officers named on the firm's SEC Form ADV.

A
Annelise McCauley
President, Interim Chief Operating Officer
Source: SEC Form ADV
C
Christopher Thom
EVP, Chief Strategy & Partnership Officer
Source: SEC Form ADV
E
Edward Woiteshek
Member, Valeas Capital Partners Management
Source: SEC Form ADV
J
Jennifer Koch
Senior Vice President, Organizational Development
Source: SEC Form ADV
J
Justin Stets
EVP, Head of Integrated Wealth Services
Source: SEC Form ADV
M
Michael Marhofer
Executive Vice President, Secretary & General Counsel
Source: SEC Form ADV
M
Michael Mordoh
Vice President, Head of Operations
Source: SEC Form ADV
N
Nicholas Zamparelli
Senior Vice President, Chief Investment Officer
Source: SEC Form ADV
N
Norborne Smith
Head of Sequoia Sentinel Family Office
Source: SEC Form ADV
R
Robert Little
Member, Valeas Capital Partners Management
Source: SEC Form ADV
S
Stephanie Hanayik
Senior Vice President, Chief Compliance Officer, Chief Risk Officer
Source: SEC Form ADV
T
Thomas Haught
Chairman, CEO
Source: SEC Form ADV

Funds(17)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Zca Niche Credit Opportunities Fund, LPOther$328.9M$105.1M90Jun 2026Hot
Zca Hedged Credit Strategy, LPHedge Fund$107.2M$24.2M48Jun 2026Hot
Zca Long/Short Strategy, LPHedge Fund$29.7M$15.3M37Jun 2026Hot
Sfg Global Equity Strategy Institutional, LPHedge Fund$831.9M$701.4M152Jan 2026Warm
Sfg Global Equity Strategy, LPHedge Fund$25.7M$19.0M18Jan 2026Warm
Sfg Private Investments Fund IV, LPPrivate Equity$9.3M$32.1M90Sep 2025Cool
Zca Focus Fund LPHedge Fund$64.1M$1.1M2May 2025Cool
Sfg Diameter Private Credit, LPPrivate Equity$36.1M$64.4M107Apr 2025Cool
Sfg Aligned, LPPrivate Equity$40.8M$38.6M100Jan 2025Cool
Sfg Multi Strategy Fund, LPPrivate Equity$34.6M$14.7M9Nov 2022Cold
Zca Private Investments Fund III, LPPrivate Equity$34.2M$12.4M30Jul 2022Cold
Zca Private Investments Fund II, LPPrivate Equity$53.1M$5.2M48Feb 2021Cold
Zca Chesterbrook , LPReal Estate$4.3M$10.5M61Sep 2019Cold
Zca Private Investments Fund, LPPrivate Equity$24.9M$23.0M59Jul 2019Cold
Zca Apex Corporate Partners, LLCReal Estate$6.6M$23.0M65Feb 2017Cold

Board seats(1)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Buckeye Corrugated
ManufacturingFairlawn, OHDirector: Thomas Haught
$37.7M raised
Since Jan 2019
SEC Form D

Regulatory identifiers

CRD number
117756
SEC file number
801-61089
CIK
1599900

Sources