SEQUOIA CAPITAL OPERATIONS, LLC
Adviser information for SEQUOIA CAPITAL OPERATIONS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 202 |
|---|---|
| Investment Advisory/Research | 34 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 65 | $56.3B |
| Non-Discretionary | 0 | $0 |
| Total | 65 | $56.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 65 | $56.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 80 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-122957 |
|---|---|
| SEC ERA File Number | 801-122957 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157373 |
| Legal Entity Identifier | None |
Principal Office
2800 SAND HILL RD.SUITE 101
MENLO PARK
CA
United States
Monday - Friday, 8AM-6PM
Tel: 650-854-3927, Fax: 650-854-2977
Chief Compliance Officer
ROBIN CHANG
CHIEF COMPLIANCE OFFICER
2800 SAND HILL ROAD
SUITE 101
MENLO PARK
CA
United States
Tel:
650-854-3927
Fax:
650-854-2977
C*********@*************M
(Full email address available in API data)
Regulatory Contact
JUNG YEON SON
CHIEF LEGAL OFFICER
2800 SAND HILL ROAD
SUITE 101
MENLO PARK
CA
United States
Tel:
650-854-3927
Fax:
650-854-2977
C*********@*************M
(Full email address available in API data)
Industry Affiliates
| SC GLOBAL GROWTH II MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. GROWTH IX MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. GROWTH VI MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. GROWTH VII MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. GROWTH VIII MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. SCOUT SEED FUND 2013 MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. SCOUT SEED FUND III MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. VENTURE 2010 MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. VENTURE XIV MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. VENTURE XV MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. VENTURE XVI MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC U.S. VENTURE XVII MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E CRYPTO FUND I MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E ECOSYSTEM FUND I MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E EXPANSION FUND I MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E GROWTH FUND X MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E SEED FUND IV MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E SEED FUND V MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC US/E VENTURE FUND XVIII MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SC XII MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCFF MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGE (LTGP), L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SCGE MANAGEMENT, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SCGF III MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGF IV MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGF V MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGGF III - ENDURANCE PARTNERS MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGGF III - U.S./INDIA MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCGGF MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCHF (GPE) KY, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCHF (GPE), LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SCHF MANAGEMENT, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| SEQUOIA CAPITAL FUND MANAGEMENT, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SEQUOIA CAPITAL FRANCHISE FUND, L.P. | Venture Capital Fund | $54.6M | $0.0M | 57 |
| SEQUOIA CAPITAL FRANCHISE PARTNERS, L.P. | Venture Capital Fund | $17.6M | $0.0M | 139 |
| SEQUOIA CAPITAL FUND PARALLEL, LLC | Hedge Fund | $1,485.5M | $0.0M | 58 |
| SEQUOIA CAPITAL FUND, L.P. | Hedge Fund | $16,104.1M | $0.0M | 355 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND II, L.P. | Venture Capital Fund | $6,146.1M | $0.0M | 94 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS PRINCIPALS FUND, L.P. | Venture Capital Fund | $234.4M | $0.0M | 50 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS, L.P. | Venture Capital Fund | $10,624.5M | $0.0M | 395 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - U.S./INDIA ANNEX FUND, L.P. | Private Equity Fund | $1,370.5M | $0.0M | 395 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - U.S./INDIA ANNEX PRINCIPALS FUND, L.P. | Private Equity Fund | $29.2M | $0.0M | 50 |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND, L.P. | Venture Capital Fund | $1,824.6M | $0.0M | 56 |
| SEQUOIA CAPITAL GLOBAL GROWTH II PRINCIPALS FUND, L.P. | Venture Capital Fund | $79.0M | $0.0M | 49 |
| SEQUOIA CAPITAL GLOBAL GROWTH PRINCIPALS FUND, L.P. | Venture Capital Fund | $59.8M | $0.0M | 24 |
| SEQUOIA CAPITAL GROWTH FUND III AIV, L.P. | Venture Capital Fund | $0.0M | $0.0M | 83 |
| SEQUOIA CAPITAL GROWTH FUND III, L.P. | Venture Capital Fund | $93.5M | $0.0M | 83 |
| SEQUOIA CAPITAL GROWTH III PRINCIPALS FUND, LLC | Venture Capital Fund | $1.4M | $0.0M | 48 |
| SEQUOIA CAPITAL GROWTH PARTNERS III, L.P. | Venture Capital Fund | $0.4M | $0.0M | 98 |
| SEQUOIA CAPITAL U.S. GROWTH FUND IV, L.P. | Venture Capital Fund | $1,459.1M | $0.0M | 87 |
| SEQUOIA CAPITAL U.S. GROWTH FUND IX, L.P. | Venture Capital Fund | $1,606.4M | $0.0M | 131 |
| SEQUOIA CAPITAL U.S. GROWTH FUND V, L.P. | Venture Capital Fund | $205.1M | $0.0M | 90 |
| SEQUOIA CAPITAL U.S. GROWTH FUND VI, L.P. | Venture Capital Fund | $480.0M | $0.0M | 96 |
| SEQUOIA CAPITAL U.S. GROWTH FUND VII, L.P. | Venture Capital Fund | $591.2M | $0.0M | 132 |
| SEQUOIA CAPITAL U.S. GROWTH FUND VIII, L.P. | Venture Capital Fund | $1,580.0M | $0.0M | 119 |
| SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND, L.P. | Venture Capital Fund | $203.1M | $0.0M | 68 |
| SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX, L.P. | Venture Capital Fund | $69.6M | $0.0M | 144 |
| SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND VIII, L.P. | Venture Capital Fund | $88.4M | $0.0M | 91 |
| SEQUOIA CAPITAL U.S. GROWTH VI PRINCIPALS FUND, LP | Venture Capital Fund | $26.1M | $0.0M | 81 |
| SEQUOIA CAPITAL U.S. GROWTH VII PRINCIPALS FUND, LP | Venture Capital Fund | $42.0M | $0.0M | 86 |
| SEQUOIA CAPITAL U.S. GROWTH VIII PRINCIPALS FUND, L.P. | Venture Capital Fund | $155.8M | $0.0M | 63 |
| SEQUOIA CAPITAL U.S. SCOUT SEED FUND III, L.P. | Venture Capital Fund | $335.8M | $0.0M | 82 |
| SEQUOIA CAPITAL U.S. SCOUT SEED PARTNERS FUND III, L.P. | Venture Capital Fund | $14.3M | $0.0M | 48 |
| SEQUOIA CAPITAL U.S. SCOUT SEED PRINCIPALS FUND III, L.P. | Venture Capital Fund | $59.2M | $0.0M | 96 |
| SEQUOIA CAPITAL U.S. VENTURE 2010 FUND, L.P. | Venture Capital Fund | $3,851.6M | $0.0M | 111 |
| SEQUOIA CAPITAL U.S. VENTURE 2010 PARTNERS FUND (Q), L.P. | Venture Capital Fund | $583.4M | $0.0M | 119 |
| SEQUOIA CAPITAL U.S. VENTURE 2010 PARTNERS FUND, L.P. | Venture Capital Fund | $118.5M | $0.0M | 55 |
| SEQUOIA CAPITAL U.S. VENTURE FUND XIV, L.P. | Venture Capital Fund | $1,020.0M | $0.0M | 81 |
| SEQUOIA CAPITAL U.S. VENTURE FUND XV, L.P. | Venture Capital Fund | $926.4M | $0.0M | 139 |
| SEQUOIA CAPITAL U.S. VENTURE FUND XVI, L.P. | Venture Capital Fund | $1,575.6M | $0.0M | 128 |
| SEQUOIA CAPITAL U.S. VENTURE FUND XVII, L.P. | Venture Capital Fund | $948.6M | $0.0M | 129 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XIV (Q), L.P. | Venture Capital Fund | $201.4M | $0.0M | 131 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XIV, L.P. | Venture Capital Fund | $39.3M | $0.0M | 51 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XV (Q), L.P. | Venture Capital Fund | $40.9M | $0.0M | 91 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XV, L.P. | Venture Capital Fund | $13.3M | $0.0M | 39 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XVI (Q), L.P. | Venture Capital Fund | $77.8M | $0.0M | 142 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XVI, L.P. | Venture Capital Fund | $1.4M | $0.0M | 4 |
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XVII, L.P. | Venture Capital Fund | $41.4M | $0.0M | 174 |
| SEQUOIA CAPITAL U.S. VENTURE XV PRINCIPALS FUND, L.P. | Venture Capital Fund | $148.1M | $0.0M | 70 |
| SEQUOIA CAPITAL U.S. VENTURE XVI PRINCIPALS FUND, L.P. | Venture Capital Fund | $253.7M | $0.0M | 82 |
| SEQUOIA CAPITAL U.S. VENTURE XVII PRINCIPALS FUND, L.P. | Venture Capital Fund | $213.1M | $0.0M | 69 |
| SEQUOIA CAPITAL US/E EXPANSION I PRINCIPALS FUND, L.P. | Venture Capital Fund | $30.6M | $0.0M | 62 |
| SEQUOIA CAPITAL US/E GROWTH PARTNERS FUND X, L.P. | Venture Capital Fund | $44.5M | $0.0M | 175 |
| SEQUOIA CAPITAL US/E GROWTH X PRINCIPALS FUND L.P. | Venture Capital Fund | $115.1M | $0.0M | 95 |
| SEQUOIA CAPITAL US/E SEED FUND IV, L.P. | Venture Capital Fund | $227.8M | $0.0M | 99 |
| SEQUOIA CAPITAL US/E SEED IV PRINCIPALS FUND, L.P. | Venture Capital Fund | $49.8M | $0.0M | 87 |
| SEQUOIA CAPITAL US/E SEED PARTNERS FUND IV, L.P. | Venture Capital Fund | $10.9M | $0.0M | 98 |
| SEQUOIA CAPITAL US/E SEED PARTNERS FUND V, L.P. | Venture Capital Fund | $5.8M | $0.0M | 121 |
| SEQUOIA CAPITAL US/E SEED V PRINCIPALS FUND (Q), L.P. | Venture Capital Fund | $8.2M | $0.0M | 28 |
| SEQUOIA CAPITAL US/E SEED V PRINCIPALS FUND, L.P. | Venture Capital Fund | $11.0M | $0.0M | 85 |
| SEQUOIA CAPITAL US/E VENTURE PARTNERS FUND XVIII, L.P. | Venture Capital Fund | $25.1M | $0.0M | 206 |
| SEQUOIA CAPITAL US/E VENTURE XVIII PRINCIPALS FUND (Q), L.P. | Venture Capital Fund | $35.9M | $0.0M | 50 |
| SEQUOIA CAPITAL US/E VENTURE XVIII PRINCIPALS FUND, L.P. | Venture Capital Fund | $34.7M | $0.0M | 86 |
| SEQUOIA CAPITAL USGF PRINCIPALS FUND IV, L.P. | Venture Capital Fund | $87.5M | $0.0M | 35 |
| SEQUOIA CAPITAL USGF PRINCIPALS FUND V, L.P. | Venture Capital Fund | $3.1M | $0.0M | 69 |
| SEQUOIA CAPITAL XII PRINCIPALS FUND, LLC | Venture Capital Fund | $59.9M | $0.0M | 62 |
| SEQUOIA CAPITAL XII, L.P. | Venture Capital Fund | $444.3M | $0.0M | 77 |
| SEQUOIA TECHNOLOGY PARTNERS XII, L.P. | Venture Capital Fund | $20.7M | $0.0M | 85 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEONE-PERKINS FAMILY TRUST DATED AUGUST 26, 1999 | Domestic Entity | – | MEMBER | 01/2003 | 10-25% |
| BV369 TRUST | Domestic Entity | – | MEMBER | 05/2007 | 10-25% |
| LEONE, DOUGLAS, MAURO | Individual | – | MANAGING MEMBER | 01/2003 | < 5% |
| LEONE, DOUGLAS, MAURO | Individual | LEONE-PERKINS FAMILY TRUST DATED AUGUST 26, 1999 | TRUSTEE | 08/1999 | |
| LEONE, PATRICIA, PERKINS | Individual | LEONE-PERKINS FAMILY TRUST DATED AUGUST 26, 1999 | TRUSTEE | 08/1999 | |
| BOTHA, ROELOF, FREDERIK | Individual | BV369 TRUST | TRUSTEE | 10/2004 | |
| CHAN, HUIFEN, NMN | Individual | BV369 TRUST | TRUSTEE | 10/2004 | |
| BOTHA, ROELOF, FREDERIK | Individual | – | MANAGING MEMBER | 05/2007 | < 5% |
| GOETZ, JAMES, J. | Individual | – | MANAGING MEMBER | 06/2018 | < 5% |
| LIN, ALFRED, NMN | Individual | – | MANAGING MEMBER | 09/2012 | < 5% |
| GRADY, PATRICK, WILLIAM | Individual | – | MANAGING MEMBER | 05/2013 | < 5% |
| Klemchuk, Marie, Louise | Individual | – | CHIEF FINANCIAL OFFICER | 03/2016 | < 5% |
| SON, JUNG, YEON | Individual | – | CHIEF LEGAL OFFICER | 10/2019 | < 5% |
| ALFRED LIN & REBECCA C. LIN, TRUSTEES OF THE EVERGREEN FULFROG TRUST DATED OCTOBER 26, 2012 | Domestic Entity | – | MEMBER | 10/2012 | 10-25% |
| LIN, ALFRED, NMN | Individual | ALFRED LIN & REBECCA C. LIN, TRUSTEES OF THE EVERGREEN FULFROG TRUST DATED OCTOBER 26, 2012 | TRUSTEE | 09/2012 | |
| REBECCA, LIN, CHAO-HUI | Individual | ALFRED LIN & REBECCA C. LIN, TRUSTEES OF THE EVERGREEN FULFROG TRUST DATED OCTOBER 26, 2012 | TRUSTEE | 09/2012 | |
| MILLER, MATTHEW, CRAIG | Individual | – | MANAGING MEMBER | 07/2018 | < 5% |
| LEE, JESSICA, YOKO WAI-MIN | Individual | – | MANAGING MEMBER | 05/2019 | 5-10% |
| REED, ANDREW, PHILLIPS | Individual | – | MANAGING MEMBER | 11/2020 | 5-10% |
| MADISON GILLETTE TRUST PAT GRADY AND SARAH GUO TRUSTEES | Domestic Entity | – | MEMBER | 12/2020 | 5-10% |
| MAGUIRE, SHAUN, MACBRIDE | Individual | – | MANAGING MEMBER | 03/2021 | < 5% |
| GRADY, PATRICK, WILLIAM | Individual | MADISON GILLETTE TRUST PAT GRADY AND SARAH GUO TRUSTEES | TRUSTEE | 12/2020 | |
| GUO, SARAH, NMN | Individual | MADISON GILLETTE TRUST PAT GRADY AND SARAH GUO TRUSTEES | TRUSTEE | 12/2020 | |
| GUPTA, RAVINDER, KUMAR | Individual | – | MANAGING MEMBER | 05/2021 | < 5% |
| ZHAN, STEPHANIE, MICHELLE | Individual | – | MANAGING MEMBER | 10/2021 | < 5% |
| BALKANSKY, BOGOMIL, G | Individual | – | MANAGING MEMBER | 03/2022 | < 5% |
| BUHLER, KONSTANTINE, ROBERT | Individual | – | MANAGING MEMBER | 03/2022 | < 5% |
| VALLEY VIEW TRUST | Domestic Entity | – | MEMBER | 03/2022 | 5-10% |
| MILLER, MANDY, SUE | Individual | VALLEY VIEW TRUST | TRUSTEE | 03/2022 | |
| MILLER, MATTHEW, CRAIG | Individual | VALLEY VIEW TRUST | TRUSTEE | 03/2022 | |
| Cahn, David, Solomon | Individual | – | MANAGING MEMBER | 12/2023 | < 5% |
| HUANG, SONYA, RUI | Individual | – | MANAGING MEMBER | 06/2022 | < 5% |
| BALBALE, SUMAIYA, NMN | Individual | – | COO & OPERATING PARTNER | 04/2023 | < 5% |
| SCHREIER, ROBERT, BRYAN | Individual | – | MANAGING MEMBER | 12/2023 | < 5% |
| CHANG, ROBIN, SEJIN | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |