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SEQUEL HOLDINGS, L.P.

DALLAS, TX · CRD 170237 · IAPD ↗ · sequelholdings.com · 214-292-4150

$563.0MRegulatory AUM
10Advisory reps
12Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SEQUEL HOLDINGS, L.P. crossed $500M in regulatory AUM ($486.9M -> $563.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
April 2025 — SEQUEL HOLDINGS, L.P. reported RAUM up 41% ($345.0M -> $486.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.