Sequoia Capital Operations: AUM & Ownership

Clients

Sequoia Capital Operations serves 60 clients. The average client has about $1.37 billion with the firm.

Regulatory assets by client type

Pooled investment vehicles60 clients100%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Pooled investment vehicles	60	$82,165,771,068	100.0%	$1.37B
Total	60	$82,165,771,068	100%	$1.37B

Pooled investment vehicles

Clients: 60
Regulatory AUM: $82,165,771,068
Share: 100.0%
Avg. per client: $1.37B

Total

Clients: 60
Regulatory AUM: $82,165,771,068
Share: 100%
Avg. per client: $1.37B

What it does

Sequoia Capital Operations provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.

Sequoia Capital Operations advises 60 private funds.

100.0% of assets ($82.17B across 60 accounts) are managed with discretion. 87% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Sequoia Capital Operations has custody of client assets.

Managed account assets by custodian

All other custodians$82.17B100%

Ownership and leadership

Who owns the firm

Sequoia Capital Operations, LLC· the adviser

Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012
since October 2012
Owns 10% to 25% of Sequoia Capital Operations, LLC
- Alfred Lin
  Trustee · Control person · since September 2012
- Lin Rebecca
  Trustee · Control person · since September 2012
Andrew Reed
Control person · since November 2020
Owns 10% to 25% of Sequoia Capital Operations, LLC
Madison Gillette Trust Pat Grady and Sarah Guo Trustees
since December 2020
Owns 10% to 25% of Sequoia Capital Operations, LLC
- Patrick Grady
  Trustee · Control person · since December 2020
- Sarah Guo
  Trustee · Control person · since December 2020
Konstantine Buhler
Control person · since March 2022
Owns 5% to 10% of Sequoia Capital Operations, LLC
Sonya Huang
Control person · since June 2022
Owns 5% to 10% of Sequoia Capital Operations, LLC
Colis Zhan Family Trust
since December 2025
Owns 5% to 10% of Sequoia Capital Operations, LLC
- Stephanie Zhan
  Trustee · Control person · since March 2022
- Peter Colis
  Trustee · Control person · since March 2022
Shaun Maguire Living Trust
since December 2025
Owns 5% to 10% of Sequoia Capital Operations, LLC
- Shaun Maguire
  Trustee · Control person · since March 2018
Balkansky Nusbaum Family Trust
since January 2020
Owns 5% to 10% of Sequoia Capital Operations, LLC
- Bogomil Balkansky
  Trustee · Control person · since January 2020
- Brandin Nusbaum
  Trustee · Control person · since January 2020

Leadership

Marie Klemchuk
Chief Financial Officer
Jung Son
Chief Legal Officer and Chief Compliance Officer
Bogomil Balkansky
Managing Member
Konstantine Buhler
Managing Member
David Cahn
Managing Member
James Goetz
Managing Member
Patrick Grady
Managing Member
Sonya Huang
Managing Member
Douglas Leone
Managing Member
Alfred Lin
Managing Member
Shaun Maguire
Managing Member
Andrew Reed
Managing Member
Stephanie Zhan
Managing Member

Staff

168 employees
32 in advisory functions

Fees

Sequoia Capital Operations is paid through a percentage of assets under management and other.

Sequoia Capital Operations’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Sequoia Capital Operations has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

California · 1 listed address

2800 Sand Hill RD., Suite 101, Menlo ParkHQ

Registration details

Legal name: Sequoia Capital Operations, LLC
Headquarters: 2800 Sand Hill RD., Suite 101, Menlo Park, CA 94025-7055
Phone: 650-854-3927
Website: www.sequoiacap.com
SEC file: 801-122957
Structure: Delaware LLC
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Sequoia Capital Operations have?

Sequoia Capital Operations has 60 clients and manages $82.2 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026

What services does Sequoia Capital Operations offer?

Sequoia Capital Operations provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Sequoia Capital Operations have?

Sequoia Capital Operations has 0 investment adviser representatives registered with state securities authorities, out of 168 employees, and 32 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Sequoia Capital Operations?

Sequoia Capital Operations’ direct owners are Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012, Andrew Reed, Madison Gillette Trust Pat Grady and Sarah Guo Trustees, Konstantine Buhler, Sonya Huang, Colis Zhan Family Trust, Shaun Maguire Living Trust, and Balkansky Nusbaum Family Trust, each holding 25% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026

How does Sequoia Capital Operations get paid?

Sequoia Capital Operations is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file