Sqn Capital Management, LLC

SQN Capital Management, LLC is a registered Investment Adviser specializing in managing Regulation D and public direct participation programs. Established in December 2007, the firm manages four investment funds and provides advisory services to institutional separate accounts. Their primary focus is on equipment leasing and asset finance investment opportunities, emphasizing asset-intensive or collateral-based investments generating regular income. SQN offers consulting services to insurance companies and institutional clients, including advice on asset allocation and financial modeling for a negotiated fee. The firm requires a minimum initial investment of $1,000,000 for fund management services and offers fixed income services with fees ranging from 25 to 100 basis points for institutional clients. SQN charges fees for its services, which are negotiable based on factors like account size and asset type. The firm exercises investment discretion, managing assets on a discretionary basis in accordance with clients' objectives and limitations outlined in the Investment Management Agreement. Clients' accounts are reviewed quarterly, and SQN does not custody securities for clients. The firm has no pending disciplinary actions and complies with federal regulations regarding custody and investment discretion.