# SFG Global Equity Strategy Institutional, LP — Form D

SFG Global Equity Strategy Institutional, LP of AKRON, OH, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-02-13. $672.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-02-13
- Form: D
- Accession: 0001991803-25-000002
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $672.9M
- Minimum investment: $250K
- Investors: 142
- Date of first sale: 2024-01-02
- Security types: fund interests
- SEC file number: 021-538201

## Issuer

- Name: SFG Global Equity Strategy Institutional, LP
- CIK: 0001991934
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: 3500 EMBASSY PARKWAY, AKRON, OH, 44333
- Phone: (330) 375-9480

## Officers, directors & promoters (9)

| Name | Role | Location |
| --- | --- | --- |
| n/a Sequoia Financial Advisors, LLC | Director | Akron, OH |
| Mathew James Dunn | Executive Officer | Akron, OH |
| Thomas Arthur Haught | Executive Officer | Akron, OH |
| Norborne Gee Smith III | Executive Officer | Berwyn, PA |
| n/a Sequoia Financial Advisors, LLC | Related Person | Akron, OH |
| Norborne Gee Smith III | Related Person | Berwyn, PA |
| Mathew James Dunn | Related Person | Akron, OH |
| Thomas Arthur Haught | Related Person | Akron, OH |
| Gerald Paul Knoteck | Executive Officer | Akron, OH |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-01-30](https://search.stillhousedata.com/formd/0000911916-26-000006) | D/A | — | $701.4M |
| [2024-02-13](https://search.stillhousedata.com/formd/0001991934-24-000001) | D | — | $607.8M |

## More

- [CIK 1991934 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1991934&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001991803-25-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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