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 that operates as a hybrid hedge fund/private equity sponsor. The firm is SEC-registered (since 2022) and identifies its client base as institutional. Its business model includes acting as sponsor, general partner and managing member of pooled vehicles while also providing portfolio management for investment companies and other pooled investment vehicles. Fees are charged as a percentage of assets under management and include performance-based components consistent with incentive-style compensation used by fund managers. The firm’s classification in internal records combines hedge fund, private equity fund and multifaceted fund management activity. It does not describe itself as an active ESG investor and is not listed as a multistate adviser. Ownership is recorded as individual ownership rather than corporate or family-office control.

Assets & Accounts

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

Owners & executives

3 of 3
  • Colin Fahy

    Colin Fahy

    COO/CFO/CCOCRD 6074889

  • Christopher Stella

    Christopher Stella

    Chief Compliance OfficerCRD 2802671

  • Chris Fahy

    Chris Fahy

    Founder & Chief Investment OfficerCRD 4016795

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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