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
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-01-30 | D/A ·current | 506(b) | — | $701.4M | — | 152 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
n/a Sequoia Financial Advisors, LLC — Director, Akron, OH
1 other raise
- SFG Global Equity Strategy, LP $19.0M of —
-
Thomas Arthur Haught — Executive Officer, Akron, OH
1 other raise
- SFG Global Equity Strategy, LP $19.0M of —
-
Norborne Gee Smith III — Executive Officer, Berwyn, PA
1 other raise
- SFG Global Equity Strategy, LP $19.0M of —
- 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.