Seven Fleet Capital Management LP

RIASEC RegisteredEst. 2026
Total AUM
$435M
Discretionary
$435M
100% of AUM
Avg account
$109M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
335203
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seven Fleet Capital Management LP is a limited partnership that operates as a hedge fund manager focused on institutional investors. The firm is SEC-registered (2026) and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of funds it oversees. Its fee arrangement combines a percentage of assets under management with performance-based fees. The firm does not present itself as an active ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Brian Liu

    CRD 8053272

  • Rod Lim

    Limited PartnerCRD 7158138

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth