Investment adviser · CRD 301483

SQN VENTURE PARTNERS, LLC

Investment adviser filing (IA)

CHARLESTON, SC, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $137M
Client accounts: 3
Employees: 8
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	3	$137,299,073	100.0%

Filing source

Form ADV 2084515 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SQN VENTURE INCOME FUND II, LPOther Private Fund · Last reported Mar 31, 2022$106MGross asset value

Form D fundraising filings

SQN Venture Income Fund II, LP

Fund administrator PHOENIX AMERICAN SAN RAFAEL, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLY NEW YORK, New York, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer AMERICAN ELM DISTRIBUTION PARTNERS, LLC PORTSMOUTH, New Hampshire, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BAKER TILLY
PCAOB 23

Fund details & source

Fund ID: 805-1814928821
Reported beneficial owners: 717
Minimum commitment: $50K
Form D file number: 021-344746

Form ADV 1635339 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SQN VENTURE INCOME FUND, LPOther Private Fund · Last reported Mar 31, 2022$55.5MGross asset value

Form D fundraising filings

SQN Venture Income Fund, LP

Fund administrator PHOENIX AMERICAN SAN RAFAEL, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLY NEW YORK, New York, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer AMERICAN ELM DISTRIBUTION PARTNERS, LLC PORTSMOUTH, New Hampshire, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BAKER TILLY
PCAOB 23

Fund details & source

Fund ID: 805-9281079083
Reported beneficial owners: 635
Minimum commitment: $50K
Form D file number: 021-240475

Form ADV 1635339 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SQNVP SFMG RS LLCOther Private Fund · Last reported Jan 15, 2026$3.43MGross asset value

Form D fundraising filings

SQNVP SFMG RS, LLC

Auditor AGL CPA GROUP, LLC DULUTH, Georgia, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

AGL CPA GROUP, LLC
PCAOB 3488

Fund details & source

Fund ID: 805-3800409919
Reported beneficial owners: 25
Minimum commitment: $30K
Form D file number: 021-483072

Form ADV 2041514 · Jan 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SQN TEMPO AUTOMATION, LLCOther Private Fund · Last reported Mar 19, 2024$0Gross asset value

Form D fundraising filings

SQN TEMPO AUTOMATION, LLC

Auditor AGL CPA GROUP, LLC DULUTH, Georgia, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

AGL CPA GROUP, LLC
PCAOB 3488

Fund details & source

Fund ID: 805-4134454523
Reported beneficial owners: 1
Minimum commitment: $3.4M
Form D file number: 021-483071

Form ADV 1842371 · Mar 19, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

320 BROAD ST., SUITE 250
CHARLESTON, SC, 29401, United States

CRD 301483

Filing source

Form ADV 2084515 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.