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 2024-02-13. $607.8M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-02-13
- Form: D
- Accession: 0001991934-24-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $607.8M
- Minimum investment: $250K
- Investors: 131
- Date of first sale: 2024-01-02
- Security types: fund interests
- SEC file number: 021-505172
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 |
|---|
| Gerald Paul Knoteck | Executive Officer | Akron, OH |
| n/a Sequoia Financial Advisors, LLC | Director | Akron, OH |
| n/a Sequoia Financial Advisors, LLC | Related Person | Akron, OH |
| Norborne Gee Smith III | Executive Officer | Berwyn, PA |
| Norborne Gee Smith III | Related Person | Berwyn, PA |
| Mathew James Dunn | Executive Officer | Akron, OH |
| Mathew James Dunn | Related Person | Akron, OH |
| Thomas Arthur Haught | Executive Officer | Akron, OH |
| Thomas Arthur Haught | Related Person | Akron, OH |
Other filings by this issuer (2)
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