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Sequent Planning
Sequent Planning, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2018. The firm manages $589 million in assets, with $528 million...
Overview
Sequent Planning, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2018. The firm manages $589 million in assets, with $528 million discretionary. It has 102 employees and 76 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Purchase, NY, United States
Principals
Michael Novogratz
Founder
Diana Olick
Senior Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Sequent Planning?
Michael Novogratz is the founder and principal of Sequent Planning. Diana Olick serves as Senior Managing Director. The investment team is lean and operates independently from Novogratz's other ventures.
What investment stages does Sequent Planning typically target?
Sequent Planning invests across the capital stack in real estate, infrastructure, and private credit. It does not focus on early-stage venture or growth equity. Its portfolio includes direct co-investments and structured debt positions.
What sectors does Sequent Planning explicitly avoid?
The firm does not publicly disclose a list of excluded sectors. Based on disclosed activity, it avoids early-stage technology venture and publicly traded equities, focusing instead on real assets and credit.
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