SEVEN GRAND MANAGERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$137M
Accounts
9
Employees
11
Advisory reps
3

Firm details

Headquarters
BRONXVILLE, New York
CRD number
310026
Registered since
July 21, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.31%
  • Investment Companies16.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seven Grand Managers LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2022. The firm operates as a hybrid manager combining hedge fund and private equity strategies and serves an institutional client base. Its business model includes managing pooled vehicles and investment companies; the firm also acts as sponsor, general partner and managing member of the funds it runs. Compensation includes a percentage-of-assets fee layer alongside performance-based fees. Seven Grand Managers does not identify as an ESG-focused investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • COLIN FAHY

    COO/CFO/CCOCRD 6074889

  • CHRISTOPHER STELLA

    Chief Compliance OfficerCRD 2802671

  • CHRIS FAHY

    Founder & Chief Investment OfficerCRD 4016795

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

BRONXVILLE, NY

WESTCHESTER

Location

BRONXVILLE, NY

Headquartered in BRONXVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
66 Palmer Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth