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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...
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 discretionary. It has 102 employees and 76 investment advisers.
General information
Firm type
Single Family Office
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.
Is Sequent Planning structured as a single family office or does it operate more like a venture firm?
Sequent Planning is a single family office. It does not raise external capital or operate as an asset management firm. The office manages wealth generated by Michael Novogratz's career at Fortress Investment Group and Galaxy Investment Partners.
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.
How is Sequent Planning related to Galaxy Investment Partners?
Sequent Planning is a separate legal and operational entity from Galaxy Investment Partners. While Michael Novogratz founded both, the family office operates independently with its own investment mandate, focused on real assets and credit — distinct from Galaxy's digital-asset focus.
Does Sequent Planning maintain philanthropic structures?
Sequent Planning does not operate a dedicated philanthropic foundation under its name. Michael Novogratz and his family participate in charitable giving through separate personal entities.
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.
Does Sequent Planning participate in fund commitments or only direct deals?
Sequent Planning makes direct co-investments and may commit to funds in its focus areas. Its preference appears to be for direct deals in real estate and infrastructure, according to public record.
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