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 an independent, privately owned registered investment adviser organized as a corporation and registered with the SEC in 2025. The firm runs a fee model based on a percentage of assets under management and focuses on discretionary portfolio management for individuals, families and for business or institutional clients. According to regulatory filings the adviser does not self-identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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