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Adviser Profile

Registration status Registration Changed to SQN INVESTORS LP
As of Date 10/06/2024
Adviser Type - Large advisory firm
Number of Employees 6 -45.45%
of those in investment advisory functions 4 -33.33%
AUM* 279,124,232 -40.37%
of that, discretionary 279,124,232 -40.37%
Private Fund GAV* 0 -100.00%
Avg Account Size 55,824,846 -52.30%
SMA’s No
Private Funds 0 2
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 841M 561M 280M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock Name0 $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary