Portland, ME Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ten Seven Capital
Supported
Firm-wide stats for Ten Seven Capital
About
Ten Seven Capital provides portfolio management, financial planning, and family office services to individual and family clients and publishes a weekly subscription newsletter. The firm’s ADV discloses that it currently reports no assets under management and no client accounts.
The firm documents client goals and risk tolerances in investment policy statements and offers both discretionary and non-discretionary portfolio management, using fundamental, quantitative, and technical analysis with a long-term trading orientation. Its stated investment universe includes mutual funds, fixed income, ETFs (including precious metal ETFs), non-U.S. securities, private placements, and cryptocurrency-related exposures, and it serves as portfolio manager and sponsor of a wrap-fee program.
Noteworthy aspects relative to peers include operating as a solo practitioner while sponsoring a wrap-fee program and distributing a weekly newsletter, all of which are uncommon for similarly sized supported firms. The firm also discloses family office offerings and a separate cryptocurrency consulting initiative for financial professionals, and that its principal is licensed to sell insurance — a relationship the firm identifies as a potential conflict of interest.
Based on Ten Seven Capital
Expertise
Based on Ten Seven Capital
Location
Portland ME
Advisors at this office
1
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