Capital Flow Monitor · Sponsors · CIK 1991934

SFG Global Equity Strategy Institutional, LP

3500 EMBASSY PARKWAY, AKRON, OH, 44333 · (330) 375-9480

Pooled Investment Fund / Hedge Fund · Limited Partnership· inc. DELAWARE true 2023

Fit score

Offering

Sold

$701.4M

% sold

Investors

152

Min investment

$250K

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-01-30 D/A ·current 506(b) $701.4M 152 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed.

  • n/a Sequoia Financial Advisors, LLC — Director, Akron, OH
  • Thomas Arthur Haught — Executive Officer, Akron, OH
  • Norborne Gee Smith III — Executive Officer, Berwyn, PA
  • Mathew James Dunn — Executive Officer, Akron, OH

Placement agents

  • No sales compensation reported — direct raise.

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.