# Sequoia Sentinel

Sequoia Sentinel is a Multi Family Office based in Akron, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** 3500 Embassy Parkway, Akron, OH 44333, United States
- **Founded:** 1991
- **Assets under management:** $32 billion
- **Website:** sequoia-financial.com
- **LinkedIn:** https://www.linkedin.com/company/sequoia-financial-group/

## Regulatory record

- **CRD number:** 117756
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117756

## About

Sequoia Sentinel began operations in 2023 as the dedicated family-office division of Sequoia Financial Group, which Tom Haught founded in 1991. The unit draws on the parent platform’s existing client base and infrastructure to deliver services to successive generations of ultra-high-net-worth families. Wealth originates from the broader Sequoia Financial Group wealth-management business rather than a single operating company. The office allocates across venture capital, private equity, real estate, private credit, hedge funds, and commodities. It structures exposure through direct co-investments, SPVs, and fund commitments. Confirmed co-investor relationships include Valeas Capital Partners, which committed over $200 million alongside Sequoia entities. Geographic reach centers on North America with additional activity in global direct opportunities. Annie McCauley, President of the parent firm and former head of the Sentinel division, oversees coordination between the family-office unit and the larger RIA platform. Sequoia Financial Group reported more than $32 billion in assets under management as of December 31, 2025. Sequoia Sentinel maintains offices in Charleston, South Carolina; Berwyn, Pennsylvania; and Pasadena, California, in addition to the Akron headquarters. The parent firm maintains a strategic referral partnership with the Schwab Advisor Network and has appeared on Barron’s annual list of top RIA firms since 2018. In September 2025 Sequoia Financial Group ranked 30th on the Barron’s list. Sequoia Sentinel functions as an internal division rather than a standalone legal entity, allowing it to leverage the parent’s compliance, technology, and investment-research resources while maintaining separate client mandates and reporting lines. This hybrid structure separates family-office governance from the broader RIA’s retail and institutional advisory work.

## Sectors

- Industrial Tech
- Venture Capital
- Private Equity
- Real Estate
- Private Credit

## Offices

- Charleston, SC
- Berwyn, PA
- Pasadena, CA

## People

- Tom Haught — Founder, Chairman, and CEO of Sequoia Financial Group

## Questions

### How does Sequoia Sentinel source proprietary deal flow?

The office accesses direct co-investment opportunities through relationships developed by Sequoia Financial Group and external partners such as Valeas Capital Partners.

### Does Sequoia Sentinel participate in fund commitments or only direct deals?

The office uses both fund commitments and direct co-investments or SPVs, according to the confirmed investment types listed in its mandate.

### What investment stages does Sequoia Sentinel typically target?

Sequoia Sentinel targets venture capital opportunities along with later-stage private equity, real estate, and private credit deployments.

## Related profiles

- [Sequential Growth Partners](https://altss.com/profile/sequential-growth-partners-mccarthy-family-office)
- [Serein](https://altss.com/profile/serein)

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Last updated: 2026-07-08T20:43:11.993Z

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