VII CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$46.4M
Discretionary
$46.4M
100% of AUM
Avg account
$588K
Accounts
79
Employees
2
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
286371
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI50.03%
  • Pooled Investment Vehicles32.05%
  • Individuals9.78%
  • Corporations / Businesses8.14%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

VII Capital Management LLC operates as a small, equity-focused investment adviser that also runs a hedge fund vehicle. The firm concentrates on discretionary portfolio management across individual clients, pooled investment vehicles and institutional/business accounts. Its stated fee model combines a percentage-of-assets charge with performance-based fees, which aligns with the hedge-fund classification on its filings. VII Capital does not position itself as an ESG investor. Investment activity centers on exchange-traded equities and separately managed accounts, with an emphasis on active equity allocation rather than passive cash or fixed-income tilts. The firm lists commodities among its alternative exposures and uses mutual funds as supplemental building blocks. Custody choices and the firm’s account structure suggest an operational model built for frequent market access and trade execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • ADRIANO ALMEIDA

    Managing DirectorCRD 5013655

  • Sean Gelston

    Managing MemberCRD 6740028

  • Robert Zsolt Kazinczy Vamos

    Investment Adviser RepresentativeCRD 7550981

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
700 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth