What amount sold does SFG Global Equity Strategy Institutional, LP report in Form D filings?

The latest linked filings report $1.3B sold across 2 identified offering(s). 1 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was SFG Global Equity Strategy Institutional, LP's most recent SEC filing?

SFG Global Equity Strategy Institutional, LP's most recent Form D filing was on 2026-01-30.

How many investors does SFG Global Equity Strategy Institutional, LP have?

The most recent Form D filing lists 152 investor(s).

SFG Global Equity Strategy Institutional, LP

CIK: 0001991934·Pooled Investment Fund·AKRON, OH

Reported Sold

$1,280,670,634

Total Filings

Identified Offerings

Last Filed

Jan 30, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

Offering filing timeline

Jan 30, 2026Form D/A — Amendment

Reported sold: $701,350,825 · Target: N/A

No verified predecessor available.

Rule 506(b)·152 investors·Section 3(c), Section 3(c)(7)

Feb 13, 2025Form D — New notice

Reported sold: $672,853,359 · Target: Indefinite

Rule 506(b)·142 investors·Section 3(c), Section 3(c)(7)

Feb 13, 2024Form D — New notice

Reported sold: $607,817,275 · Target: Indefinite

Rule 506(b)·131 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

152

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

33%

Latest reported sold across 2 identified offerings

$1,280,670,634

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

Sequoia Financial Advisors, LLC

Director

Appears on 3 filings

Thomas Arthur Haught

Executive Officer

Appears on 3 filings

Mathew James Dunn

Executive Officer

Appears on 3 filings

Norborne Gee Smith III

Executive Officer

Appears on 2 filings

Gerald Paul Knoteck

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 30, 2026	Amendment	N/A	$701,350,825	152
Feb 13, 2025	New	Indefinite	$672,853,359	142
Feb 13, 2024	New	Indefinite	$607,817,275	131

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

CMWA Capital Appreciation Fund LLC

Pooled Investment Fund

Offering target: Indefinite

Filed Nov 4, 2026