SFG Global Equity Strategy, LP
SFG Global Equity Strategy, LP is a hedge fund based in Akron, Ohio. According to its most recent Form D, filed Jan 30, 2026, the fund has sold $19,006,932 of interests to 18 investors since its first sale in Jan 2024. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Sequoia Financial Advisors, LLC; Thomas Haught; Norborne Smith III.
Performance
No verified returns have been reported for this fund. As a rough guide, Sequoia Financial Group, L.L.C., which manages it, disclosed U.S. stock holdings that returned an estimated +7.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +31.3% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $19,006,932Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Jan 2, 2024
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Sequoia Financial Advisors, LLC; Thomas Haught; Norborne Smith III
- Latest Form D
- Jan 30, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about SFG Global Equity Strategy, LP
What is the minimum investment for SFG Global Equity Strategy, LP?
According to its latest Form D, filed Jan 30, 2026, the minimum investment SFG Global Equity Strategy, LP accepts from an outside investor is $250,000.
Who can invest in SFG Global Equity Strategy, LP?
SFG Global Equity Strategy, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has SFG Global Equity Strategy, LP raised?
SFG Global Equity Strategy, LP reports $19,006,932 sold from 18 investors on its Form D filed Jan 30, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is SFG Global Equity Strategy, LP based?
SFG Global Equity Strategy, LP is based in Akron, Ohio and is managed by Sequoia Financial Group, L.L.C..
When did SFG Global Equity Strategy, LP launch?
SFG Global Equity Strategy, LP reports its first sale in Jan 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 48% of the 61 hedge funds based in Ohio, and more than 29% of all 10,308 that report sales.