| Owner | Title | From | %Ownership |
|---|---|---|---|
| Haught, Thomas, Arthur | Pres, CEO | 04/2000 | < 5% |
| Sequoia Financial Group, LLC | Owner | 01/2000 | > 75% |
| Thomas A. Haught Living Trust | Owner | 04/2000 | 25-50% |
| Knotek, Gerald, Paul | Executive Vice President | 02/2018 | < 5% |
| Haught, Thomas, Arthur | Trustee | 04/2000 | > 75% |
| Tichnell, Kevin, Nicholas | Chief Financial Officer | 01/2021 | < 5% |
| Kantra, Albert, Steven | Chief Operating Officer | 10/2021 | < 5% |
| Dunn, Matthew, James | VP, Chief Compliance Officer | 03/2023 | < 5% |
| Sherman Aggregator, LP | Member | 10/2022 | 25-50% |
| Sherman Opportunity Opportunity - a LP | Member | 10/2022 | 25-50% |
| Valeas Capital Partners Fund I LP | Member | 10/2022 | 25-50% |
| Amg Pantheon Lead Fund, LLC | Member | 10/2022 | 50-75% |
| Coller Partners 815 LP Incorporated | Member | 10/2022 | 25-50% |
| Mccauley, Annelise, Waterfall | Chief Client Experience Officer | 08/2021 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Sequoia Financial Group, L.L.C. | $15.57 bn | |
| SFG Multi Strategy Fund, LP | $15.39 mm | Hedge Fund |
| Zca Apex Corporate Partners, LLC | $13.74 mm | Real Estate Fund |
| Zca Chesterbrook , LP | $10.85 mm | Private Equity Fund |
| Zca Devon Park Drive, LP | $11.87 mm | Real Estate Fund |
| Zca Focus Fund LP | $61.94 mm | Hedge Fund |
| Zca Front Street Qof, LLC | $10.70 mm | Real Estate Fund |
| Zca Global Equity Strategy LP | $509.60 mm | Other Private Fund |
| Zca Hedged Credit Strategy, LP | $74.92 mm | Hedge Fund |
| Zca Long/short Strategy, LP | $14.24 mm | Hedge Fund |
| Zca Niche Credit Opportunities Fund, LP | $198.37 mm | Other Private Fund |
| Zca Private Investments Fund II, LP | $33.47 mm | Other Private Fund |
| Zca Private Investments Fund III, LP | $37.08 mm | Other Private Fund |
| Zca Private Investments Fund, LP | $61.57 mm | Other Private Fund |
| Zca Rock Island, LP | $106.52 mm | Private Equity Fund |
| Zca, Gti, LP | $2.01 mm | Other Private Fund |
