SEQUOIA PLANNING & INVESTMENTS LLC
SEC file number 801-57596
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$166.7M
Discretionary AUM
$7.9M
Employees
2
Clients
—
Firm
- Address
- Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Bullseye Sequoia, LLC Low name-match confidence · CIK 2127429 · CO
- OHA Sequoia Customized Credit Fund, L.P. - Series 1 (Portfolio A) Low name-match confidence · CIK 2036442 · TX
- OHA Sequoia Customized Credit Fund, L.P. - Series 2 (Portfolio B) Low name-match confidence · CIK 2036437 · TX
- OHA Sequoia Customized Credit Fund, L.P. - Series 3 (Portfolio C) Low name-match confidence · CIK 2073393 · TX
- Sequoia Capital DIV-2026 Principals Fund, L.P. Low name-match confidence · CIK 2154057 · CA
- Sequoia Capital Expansion II Principals Fund, L.P. Low name-match confidence · CIK 2154068 · CA
- Sequoia Capital Fund Feeder, L.P. Low name-match confidence · CIK 1906966 · CA
- Sequoia Capital Fund, L.P. Low name-match confidence · CIK 1906948 · CA
- Sequoia Capital Growth Partners Fund XI, L.P. Low name-match confidence · CIK 2091161 · CA
- Sequoia Capital Growth XII Principals Fund, L.P. Low name-match confidence · CIK 2154096 · CA
- Sequoia Capital Growth XI Principals Fund, L.P. Low name-match confidence · CIK 2106967 · CA
- Sequoia Capital Growth XI Principals Fund (Q), L.P. Low name-match confidence · CIK 2106966 · CA
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Sequoia Capital Growth XII Principals Fund, L.P. · D · Sep 28, 2026
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Sequoia Capital Expansion II Principals Fund, L.P. · D · Sep 28, 2026
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Sequoia Capital DIV-2026 Principals Fund, L.P. · D · Sep 28, 2026
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Bullseye Sequoia, LLC · D · Apr 14, 2026$2M
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Sequoia Capital Growth XI Principals Fund, L.P. · D · Apr 6, 2026
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Sequoia Capital Growth XI Principals Fund (Q), L.P. · D · Apr 6, 2026
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Sequoia Capital Fund, L.P. · D/A · Feb 5, 2026
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Sequoia Capital Fund Feeder, L.P. · D/A · Feb 5, 2026
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Sequoia Capital Growth Partners Fund XI, L.P. · D · Oct 10, 2025
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OHA Sequoia Customized Credit Fund, L.P. - Series 3 (Portfolio C) · D · Jun 17, 2025
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Sequoia Capital Fund, L.P. · D/A · Feb 5, 2025
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Sequoia Capital Fund Feeder, L.P. · D/A · Feb 5, 2025
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OHA Sequoia Customized Credit Fund, L.P. - Series 2 (Portfolio B) · D · Jan 8, 2025
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OHA Sequoia Customized Credit Fund, L.P. - Series 1 (Portfolio A) · D · Jan 8, 2025