VII Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,761,245
Clients
48
Advisors
3
of 3 employees
About
VII Capital manages discretionary equity portfolios for individuals, personal trusts and estates, and taxable business entities, and it also serves as manager/adviser to a pooled investment vehicle (VII Fund Ltd.). The firm provides portfolio management services billed as percentage-of-AUM management fees and offers an elective performance-based fee option for clients who meet the adviser’s qualified-client criteria.
The firm follows an "Outstanding Company" investment philosophy driven by fundamental, bottom-up research and concentrates in publicly traded common stocks rather than bonds, ETFs, or derivatives. VII Capital offers three standardized Portfolios (VII, Low-Vol, and Long-Only), customizes client allocations among them, routinely employs short selling in two Portfolios, and may use leverage in its flagship VII Portfolio; clients grant discretionary authority and assets are held at adviser‑recommended custodians.
VII Capital is notable among peers for acting as a private fund adviser while simultaneously managing separately managed accounts and pooled vehicles, and for disclosing and advertising historical, predecessor, and hypothetical performance through monthly letters, a published book, and investor presentations. The firm’s combination of performance-based compensation, use of borrowing in accounts, and a meaningful non‑U.S. client base are atypical features that it discloses and manages through its written policies.
Client services
Expertise
Fee options
$0+: 1.0% annually for clients electing to pay performance fee $0+: 1.5% annually for clients declining to pay performance fee
10% of net profits above a high watermark for Qualified Clients
Account minimum: $100,000
Main office
700 Canal Street
Stamford CT 06902
Advisors at this office
2
Most active in
Connecticut · Florida · New York · Texas
Also doing business as
Victori Capital · Victori Capital LLC · Victori Capital, LLC · Vii Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sean G
CFA®
Stamford, CT
VII Capital Management LLC
Sean Gelston is a CFA® charterholder with nine years of industry experience. He has worked at VII Capital Management LLC since 2014 and previously was employed by Tongore Management LLC from 2015 to 2019. VII Capital Management LLC manages discretionary equity portfolios for individuals, trusts, estates, and taxable business entities, while also advising a pooled investment vehicle. The firm employs a fundamental, bottom-up investment approach focused on publicly traded common stocks, offering standardized and customized portfolios with options for performance-based fees and the use of leverage and short selling.
Robert Zsolt K
Series 65
Stamford, CT
VII Capital Management LLC
Robert Zsolt Kazinczy Vamos is a financial advisor with VII Capital Management LLC, holding a Series 65 designation and four years of industry experience. He has worked at VII Capital Management since 2022 and operates an online photography sales business. VII Capital Management provides discretionary equity portfolio management for individuals, trusts, estates, and taxable business entities, specializing in a bottom-up fundamental research approach focused on publicly traded common stocks. The firm offers multiple portfolio strategies, including performance-based fee options, and manages both separately managed accounts and pooled investment vehicles.
Adriano A
CFA®
Stamford, CT
VII Capital Management LLC
Adriano Almeida is a CFA® charterholder with nine years of industry experience, currently serving at VII Capital Management LLC since 2014. He is based in Stamford, CT, and is part of a three-advisor team at the firm. VII Capital Management provides discretionary equity portfolio management to individuals, personal trusts and estates, and taxable business entities, and acts as adviser to a pooled investment vehicle. The firm focuses on fundamental, bottom-up research within publicly traded common stocks, offers standardized and customized portfolio strategies, and utilizes performance-based fees and leverage in select portfolios.
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