AlphaMaven AlphaMaven
Private Equity

RIA Sequoia buys BSW, bringing AUM to $34.9bn after two-year spree

Reported by Alternativeswatch
Sep 2, 2026· 2 min read
Save Post LinkedIn Email
Sequoia Financial Group acquires BSW Wealth Partners after a two-year buying spree that added more than $10.2 billion in reported client assets.
Read Full Article

Want more insights?

An AlphaMaven membership unlocks every executive summary, the full screener, and 101.7K+ alternative investment headlines — from $99/mo.

Start researching — $99/mo

Sources

1 outlet

AlphaMaven summarised this story from the reporting below. Each link opens the original article.

Alternativeswatch RIA Sequoia buys BSW, bringing AUM to $34.9bn after two-year spree

Not a member yet?

Why AlphaMaven

The Alternative Investment
Intelligence Platform

Access nearly 1 million industry profiles in alternative investments — firms, funds, decision-makers and regulatory filings.

Start a free 7-day trial — card required, cancel anytime
Data · Intelligence · ROI
Company, fund & contact directory
Screener with filters & saved searches
Regulatory data — SEC, NFA, GLEIF, Form D
Manager-reported fund performance
11K+ members contributing data
Daily news with AI executive summaries
Data exports from your tracked list
Research guides, leaderboards & glossary
203,300+
Firms
597,500+
Decision-Makers
70,000+
Data Sources
Start your free 7-day trial

ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.

© 2026 Maven Data Group, Inc.