7 SUMMITS INVESTMENT MANAGEMENT, LLC

Overview

7 Summits Investment Management, LLC is a small, owner-managed advisory firm focused on serving individual and family clients with fee-based portfolio management. The firm operates principally as a capital allocator: discretionary portfolio management is its primary activity and it also selects third-party advisers when clients require exposure or expertise the firm does not run in-house. Its stated preference is equities, with execution and portfolio construction centered on exchange-traded instruments. The firm does not position itself as an active ESG investor and its business model relies on a percentage-of-AUM fee structure. Given the scale of assets and client counts, the firm behaves like a boutique private wealth manager — delivering customized, discretionary solutions for a limited number of relationships while supplementing those solutions through outside managers or funds when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices