SEQUOIA S.F.A.
  • SEQUOIA S.F.A.
  • SEQUOIA SWISS FINANCIAL ADVISORS AG

Adviser Profile

As of Date 02/26/2026
Registration SEC, Approved, 10/19/2011
ADV Location ZURICH, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 212,348,742 13%
of that, discretionary 140,275,338 20%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,189,162 18%
% High Net Worth 91.75% 20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

140M 120M 100M 80M 60M 40M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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