Form D · Other
Sequoia Equities - Pacific Grove, A California Limited Partnership
Walnut Creek, CA · CIK 0001961094
Offering snapshot reported Feb 3, 2023 · SEC filing
- Reported sold
- $3.21M Offering amount: $58.3M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Dec 29, 2022 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$1,981,359 → $3,206,359
- Reported investors5 → 11
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 3, 2023 | Amendment | $3,206,359 | $1,225,000vs Jan 10, 2023 | 11 | SEC filing |
| Jan 10, 2023 | Amendment | $1,981,359 | $1,221,788vs Jan 5, 2023 | 5 | SEC filing |
| Jan 5, 2023 | Initial | $759,571 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.33M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- Not reported
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| R. Ken Coit | 50331 | Sequoia Equities Securities Corporation · CRD 13848 |
Source: Form D, filed Feb 3, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Roger Ken Coit | Executive |
| Patrick L Reilly | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
C/O Sequoia Equities 49 Llc 1777 Botelho Drive, Suite 300
Walnut Creek, CA, 94596
Walnut Creek, CA, 94596