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 sold
Reported amount sold by Form D filing date$0$1.6M$3.21MJan 5, 2023: $759,571.00Jan 5, 2023Jan 10, 2023: $1,981,359.00Jan 10, 2023Feb 3, 2023: $3,206,359.00Feb 3, 2023

Dates 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 3, 2023Amendment$3,206,359$1,225,000vs Jan 10, 202311SEC filing
Jan 10, 2023Amendment$1,981,359$1,221,788vs Jan 5, 20235SEC filing
Jan 5, 2023Initial$759,571No comparison3SEC 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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RecipientCRDAssociated broker-dealer
R. Ken Coit50331Sequoia 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.

People and organizations reported in Form D filings
NameReported 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