Form D · Hedge Fund

SFG Aligned, LP

Akron, OH · CIK 0002051692

Offering snapshot reported Jan 29, 2025 · SEC filing

Reported sold
$38.6M
Offering amount: $38.6M
Investors reported
100
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 2, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$19.3M$38.6MJan 14, 2025: $37,075,000.00Jan 14, 2025Jan 29, 2025: $38,558,000.00Jan 29, 2025

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$37,075,000 → $38,558,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2025Amendment$38,558,000$1,483,000vs Jan 14, 2025100SEC filing
Jan 14, 2025Initial$37,075,000No comparison100SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-535062

Source: Form D, filed Jan 29, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SFG ALIGNED, LP

Investment adviser: SEQUOIA FINANCIAL ADVISORS, L.L.C.

Gross asset value
$40.8M
Beneficial owners
100
ADV minimum commitment
$100K

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CINCINNATI, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE LLP MCLEAN, Virginia, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE LLP
PCAOB 34

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2124638 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-6950457832

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

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
Matthew Dunn Executive
Michael Mordoh Executive
Nicholas Zamparelli Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3500 Embassy Parkway
Akron, OH, 44333