SEVEN FLEET CAPITAL MANAGEMENT LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
335203

Firm profile

FINTRX

Overview

Seven Fleet Capital Management LP is a private investment partnership that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not characterized as a multi-state adviser, and is not described as a capital allocator or pension consultant. Public records show limited disclosure about client segments or fee schedules; the firm’s visible footprint centers on managing pooled funds rather than providing broad retail advisory services.

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brian Liu

    CRD 8053272

  • Rod Lim

    Limited PartnerCRD 7158138

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
400 Concar Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth