Sequoia Capital’s evergreen fund has grown to $19.6 billion, according to a U.S. Securities and Exchange Commission filing, a ...

An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson Capital recently ...

The team, which operates as Pollard Bryan Carl Wealth Partners, oversaw $1 billion as of March 2024, according to Forbes. Its offerings include family office solutions, trustee services and ...