SEQUEL HOLDINGS, L.P.

8080 N. Central Expressway
Suite 1400
Dallas, Texas 75206
Tel: 214-292-4150

About SEQUEL HOLDINGS, L.P.

SEQUEL HOLDINGS, LP, formally registered with the SEC as SEQUEL HOLDINGS, LP. The firm was established in 07/26/2019. They have over 1 offices throughout the country.

SEQUEL HOLDINGS, L.P. is a Dallas, Texas based Financial Planning firm with nearly $344,964,750 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170237
SEC#	801-117054
Assets Managed by Firm	$344,964,750
No. of Clients	9
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$344,964,750

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