SEVEN POINT MANAGEMENT, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HIALEAH, Florida
CRD number
172716
Registered since
August 12, 2014

Firm profile

FINTRX

Overview

Seven Point Management, Inc. is a corporation registered with the SEC since 2014 that operates as a private fund manager and sponsor. The firm is structured as an individually owned advisor and functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. It does not report providing traditional advisory services to retail clients and is not identified as an active ESG investor or a multi-state adviser. The firm's public filings indicate its principal activity is running private investment vehicles rather than acting as a public-facing registered investment adviser to individual investors.

Assets & Accounts

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
  • MARK KAMMERT

    PartnerCRD 1184869

  • THOMAS BURCHILL

    Managing Partner and Co-FounderCRD 2524798

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

HIALEAH, FL

MIAMI DADE

Location

HIALEAH, FL

Headquartered in HIALEAH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
4021 W 108th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth