Seven Fleet Capital Management LP
Firm details
- Headquarters
- ,
- CRD number
- 335203
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Seven Fleet Capital Management LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2026) and provides portfolio management for pooled investment vehicles. It serves as sponsor, general partner, and managing member of the pooled vehicles it runs. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Rod Lim
Limited PartnerCRD 7158138
Brian Liu
CRD 8053272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$682K in ETFs
100%
$682K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US MEDICAL DEVICES ETF (IHI) | BlackRock | Passive | Health | $682K | 13,800 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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