{"url":"https://nivawealth.com/firms/sequoia-capital-operations-157373","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157373","regulatoryAum":82165771068,"crd":"157373","secFileNumber":"801-122957","legalName":"Sequoia Capital Operations, LLC","displayName":"Sequoia Capital Operations","website":"http://www.sequoiacap.com","linkedinUrl":"https://www.linkedin.com/company/sequoia/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2800 Sand Hill RD., Suite 101","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025-7055"},"tradeNames":[],"registration":{"secApproved":"3 January 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":168,"advisory":32,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":82165771068,"discretionaryAccounts":60,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":87,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":60,"regulatoryAum":82165771068}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sequoia Capital Operations has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marie Klemchuk","title":"Chief Financial Officer","crd":"6628690"},{"name":"Jung Son","title":"Chief Legal Officer and Chief Compliance Officer","crd":"6736350"},{"name":"Bogomil Balkansky","title":"Managing Member","crd":"3271937"},{"name":"Konstantine Buhler","title":"Managing Member","crd":"7525698"},{"name":"David Cahn","title":"Managing Member","crd":"6493703"},{"name":"James Goetz","title":"Managing Member","crd":"6044025"},{"name":"Patrick Grady","title":"Managing Member","crd":"6190481"},{"name":"Sonya Huang","title":"Managing Member","crd":"6076747"},{"name":"Douglas Leone","title":"Managing Member","crd":"6021395"},{"name":"Alfred Lin","title":"Managing Member","crd":"6098078"},{"name":"Shaun Maguire","title":"Managing Member","crd":"7356287"},{"name":"Andrew Reed","title":"Managing Member","crd":"5937256"},{"name":"Stephanie Zhan","title":"Managing Member","crd":"7466860"}],"ownership":[{"label":"Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012","detail":"Member in the 10% to 25% ownership band, since October 2012."},{"label":"Andrew Reed","detail":"Managing member in the 10% to 25% ownership band and a control person, since November 2020."},{"label":"Madison Gillette Trust Pat Grady and Sarah Guo Trustees","detail":"Member in the 10% to 25% ownership band, since December 2020."},{"label":"Konstantine Buhler","detail":"Managing member in the 5% to 10% ownership band and a control person, since March 2022."},{"label":"Sonya Huang","detail":"Managing member in the 5% to 10% ownership band and a control person, since June 2022."},{"label":"Colis Zhan Family Trust","detail":"Member in the 5% to 10% ownership band, since December 2025."},{"label":"Shaun Maguire Living Trust","detail":"Member in the 5% to 10% ownership band, since December 2025."},{"label":"Balkansky Nusbaum Family Trust","detail":"Member in the 5% to 10% ownership band, since January 2020."},{"label":"Alfred Lin","detail":"Indirect owner: trustee of Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012 and a control person, since September 2012.","parent":"Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012"},{"label":"Lin Rebecca","detail":"Indirect owner: trustee of Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012 and a control person, since September 2012.","parent":"Alfred Lin & Rebecca C. Lin, Trustees of the Evergreen Fulfrog Trust Dated October 26, 2012"},{"label":"Patrick Grady","detail":"Indirect owner: trustee of Madison Gillette Trust Pat Grady and Sarah Guo Trustees and a control person, since December 2020.","parent":"Madison Gillette Trust Pat Grady and Sarah Guo Trustees"},{"label":"Sarah Guo","detail":"Indirect owner: trustee of Madison Gillette Trust Pat Grady and Sarah Guo Trustees and a control person, since December 2020.","parent":"Madison Gillette Trust Pat Grady and Sarah Guo Trustees"},{"label":"Shaun Maguire","detail":"Indirect owner: trustee of Shaun Maguire Living Trust and a control person, since March 2018.","parent":"Shaun Maguire Living Trust"},{"label":"Stephanie Zhan","detail":"Indirect owner: trustee of Colis Zhan Family Trust and a control person, since March 2022.","parent":"Colis Zhan Family Trust"},{"label":"Peter Colis","detail":"Indirect owner: trustee of Colis Zhan Family Trust and a control person, since March 2022.","parent":"Colis Zhan Family Trust"},{"label":"Bogomil Balkansky","detail":"Indirect owner: trustee of Balkansky Nusbaum Family Trust and a control person, since January 2020.","parent":"Balkansky Nusbaum Family Trust"},{"label":"Brandin Nusbaum","detail":"Indirect owner: trustee of Balkansky Nusbaum Family Trust and a control person, since January 2020.","parent":"Balkansky Nusbaum Family Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2800 Sand Hill RD., Suite 101","city":"Menlo Park","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-854-3927","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":60},"sources":{"adv1FilingDate":"17 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157373/PDF/157373.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sequoia Capital Operations have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sequoia Capital Operations offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Sequoia Capital Operations have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sequoia Capital Operations?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sequoia Capital Operations get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}