VII CAPITAL MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 3ADRIANO ALMEIDA
Managing DirectorCRD 5013655
Sean Gelston
Managing MemberCRD 6740028
Robert Zsolt Kazinczy Vamos
Investment Adviser RepresentativeCRD 7550981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
QUARVE ASSOCIATES, LLC
RIASTAMFORD, CT
KRAUSS WHITING CAPITAL ADVISORS LLC
RIASTAMFORD, CT
PEATTIE CAPITAL MANAGEMENT
RIASTAMFORD, CT
GRAYSCALE ADVISORS
RIASTAMFORD, CT
NORTHSTAR PORTFOLIO INVESTMENTS, LLC
RIASTAMFORD, CT
LUMENAI
RIASTAMFORD, CT