A complete list of active advisors currently associated with VII Capital Management LLC

Warmer can help you find a great advisor at VII Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at VII Capital Management LLC, 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.