VII Capital Management LLC

RIAState Registered

Total AUM

$46.4M

Discretionary

$46.4M

100% of AUM

Avg account

$588K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 286371
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI50.03%
Pooled Investment Vehicles32.05%
Individuals9.78%
Corporations / Businesses8.14%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

VII Capital Management LLC is a privately owned limited liability company that operates with a hedge-fund orientation while advising both individual/family clients and institutional investors. The firm provides fee-based portfolio management for individuals and small businesses, manages pooled investment vehicles, and offers portfolio services for businesses and institutions. Its compensation mix combines a percentage-of-assets model with performance-based fees, reflecting an incentive structure common to hedge-fund-style managers. The firm is state-registered to operate in Connecticut, Florida and New York and does not position itself as an active ESG investor.