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 operating as an SEC-registered hedge fund that provides portfolio management for pooled investment vehicles. The firm positions itself to serve institutional clients and acts as sponsor, general partner and managing member of its pooled vehicles, indicating direct operational control over the funds it runs. Its fee model combines a percentage-of-assets charge with performance-based fees. FINTRX flags the adviser as not being a capital allocator, not an active ESG investor, and not a multi-state adviser or pension consultant.
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 2Brian Liu
CRD 8053272
Rod Lim
Limited PartnerCRD 7158138
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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