Form D · Hedge Fund

SFG Global Equity Strategy, LP

Akron, OH · CIK 0001991803

Offering snapshot reported Jan 30, 2026 · SEC filing

Reported sold
$19M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 30, 2026Amendment$19,006,932No comparisonNot reportedSEC filing
Feb 13, 2025Initial$19,006,932No comparison18SEC filing
Feb 14, 2024Initial$17,997,157No comparison17SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-538200

Source: Form D, filed Jan 30, 2026. 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 GLOBAL EQUITY STRATEGY, LP

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

Gross asset value
$25.7M
Beneficial owners
18
ADV minimum commitment
$250K

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 805-7088320977

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 James Dunn Executive
Thomas Arthur Haught Executive
Gerald Paul Knoteck Executive
N/A Sequoia Financial Advisors, Llc Director
Norborne Gee Smith Iii Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3500 Embassy Parkway
Akron, OH, 44333