The SEQUOIA FINANCIAL ADVISORS, L.L.C. is a privately held investment adviser that advises $32.24Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. SEQUOIA FINANCIAL ADVISORS, L.L.C. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 481.23% over the last 5-years.
The Group has been registered with the SEC for 24.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 47 office locations with their Headquarters at 3500 EMBASSY PARKWAY, AKRON, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 424 employees comprised of 195 investment and 229 non-investment staff. The total number of Employees increased by 376.4% over the last 5-years.
Their $32.24Bn in assets advised are owned by 17 private funds, 0 public funds and BDCs and 137 other accounts. Assets of High Net Worth Individuals clients own $24.8Bn or 76.91% of Total Assets and Individuals own $5.05Bn or 15.67% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Fund of Funds, representing 52.36%, 28.82% and 8.28% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SEQUOIA FINANCIAL ADVISORS, L.L.C. names 1 sub-adviser PARAMETRIC PORTFOLIO ASSOCIATES to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.