7TWO

Overview

7two is an independent registered investment advisor organized as a limited liability company that manages both individual/family and institutional mandates. The firm positions itself as a capital allocator across public and private markets, running discretionary portfolios and advising pooled investment vehicles. Its advisory toolkit includes financial planning, separately managed account (SMA) portfolio management, selection of outside managers and acting as sponsor or general partner for pooled funds. Fee arrangements combine AUM-based charges with fixed-fee engagements. 7two does not profile itself as an ESG-driven investor. Investment activity shows a hybrid approach: a meaningful allocation to exchange-traded equities and mutual funds for liquid, tradable exposure, supplemented by direct allocations to private and alternative strategies through third‑party managers and in-house sponsored funds. As an adviser and sponsor, the firm sources external alternative managers while also operating pooled vehicles where it can act as GP or managing member.

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Public Holdings

Investments & Alternatives

Location & Offices