SourcingSourcing

SEQUOIA CAPITAL OPERATIONS, LLC

C33
CRD 157373·SEC 801-122957·MENLO PARK, CA
AUM
$82.17B
$1B+
Est. Revenue
$821.7M
@ 1% on AUM
Est. EBITDA
$246.5M
@ 30% margin
Est. Deal Value
$1.97B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEQUOIA CAPITAL OPERATIONS, LLC
CRD
157373
SEC file #
801-122957
EIN
000000000
DBA names
—

Economics

AUM
$82.17B
AUM band
$1B+
AUM trajectory
'22'26
$80.70B → $82.17B▲ +2%
Client mix
Pooled Investment Vehicles60

Operations

Employees (total)
168
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'22'26
30 advisors → 32 advisors▲ +7%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
sequoiacap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REED, ANDREW, PHILLIPS
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
20
Control Persons
REED, ANDREW, PHILLIPS
ALFRED LIN & REBECCA C. LIN, TRUSTEES OF THE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEQUOIACAP.COM
Rdap Domain Creation Date
1994-04-28T04:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
564
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001594266
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2013-12-13
Edgar Last Filing Date
2019-08-28
Edgar Form D Count
5
Edgar Form D Offerings
2019-08-282019-08-28 · 0001594266-19-000001
2017-10-122017-10-12 · 0001594266-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan120
Morgan Stanley94
E*trade4
Edgar Addresses
Mailing
186 32ND STREETBROOKLYN, NY 11232
Business
186 32ND STREETBROOKLYN, NY 11232
Edgar EIN
000000000
Edgar Recent Filings
D2019-08-28 · 0001594266-19-000001
D2017-10-12 · 0001594266-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-29T04:00:00Z
Rdap Domain Last Changed
2025-03-28T09:07:54Z
Rdap Nameservers
Dns1.p04.nsone.netDns2.p04.nsone.netDns3.p04.nsone.netDns4.p04.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Top Owner CRD
5937256
Trust Company Affiliate
Yes

People (14)

14
REED, ANDREW, PHILLIPS
Direct Owner · 17.5%
5937256
BUHLER, KONSTANTINE, ROBERT
Direct Owner · 7.5%
7525698
HUANG, SONYA, RUI
Direct Owner · 7.5%
6076747
BALKANSKY, BOGOMIL, G
Executive Officer · 2.5%
3271937
BOTHA, ROELOF, FREDERIK
Executive Officer · 2.5%
6044022
Cahn, David, Solomon
Executive Officer · 2.5%
6493703
GOETZ, JAMES, J.
Executive Officer · 2.5%
6044025
GRADY, PATRICK, WILLIAM
Executive Officer · 2.5%
6190481
Klemchuk, Marie, Louise
Executive Officer · 2.5%
6628690
LEONE, DOUGLAS, MAURO
Executive Officer · 2.5%
6021395
LIN, ALFRED, NMN
Executive Officer · 2.5%
6098078
MAGUIRE, SHAUN, MACBRIDE
Executive Officer · 2.5%
7356287
SON, JUNG, YEON
Executive Officer · 2.5%
6736350
ZHAN, STEPHANIE, MICHELLE
Executive Officer · 2.5%
7466860