Seven Hills Capital Corp.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 338305
- Registered since
- November 13, 2025
- Custodians
- INDEPENDENT BANK
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seven Hills Capital Corp. is a corporation owned by an individual and registered with the SEC in 2025. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory remit, as reported, centers on portfolio management for individuals and small businesses and for businesses or institutions. Seven Hills does not identify as an ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator 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
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
1 of 1Patrick Keeley
President and Chief Executive OfficerCRD 4351177
Contacts
1 of 1Chris Nunes
Director of OperationsCRD 8158318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 2 St Clair Ave W
- Office locations
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