7two

Overview

7two is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2024. Ownership is held by a combination of a domestic entity and an individual. The firm functions as a capital allocator and serves both individual & family clients and institutional clients. Its fee model blends asset-based fees with fixed-fee arrangements. Advisory services listed in the filing include comprehensive financial planning and portfolio management across multiple client types: individuals, small businesses, pooled investment vehicles, and businesses or institutions. The firm also performs selection-of-other-advisers responsibilities and acts in sponsor/GP/managing member roles for pooled investment vehicles. 7two is not identified as an active ESG investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices