A complete list of active advisors currently associated with 7Two

Warmer can help you find a great advisor at 7Two or one who fits your needs even better.

7Two advises individuals and high‑net‑worth clients, families, trusts, and institutional clients, providing discretionary portfolio management, financial planning, and non‑discretionary investment consulting for family offices and endowments. The firm reports $230,391,190 in assets under management and additionally advises on $2,676,122,771.90 in assets under advisement, and offers interests in special purpose vehicles to Reg D qualified purchasers. The firm constructs portfolios using low‑cost mutual funds and ETFs alongside alternative investments, interval funds, individual securities, and, where appropriate, margin or derivatives, employing both fundamental and technical analysis and periodic rebalancing. 7Two may engage outside managers for separate account mandates, utilize private investments created by affiliates, and deploy SPVs to make loans, direct investments, or limited partnership investments when suitable. What distinguishes 7Two from many peers is its role as an adviser and sponsor for pooled investment vehicles—serving as the General Partner/Managing Member for SPVs and acting as a private fund adviser with portfolio management responsibilities for those pooled vehicles. The firm also maintains five offices (an uncommon footprint for a firm of its team size), its employees may hold managerial roles in specific SPVs, and those pooled vehicles use third‑party administrators and undergo annual PCAOB audits.

To learn more about the advisors currently working at 7Two, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.