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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2024
- Office Locations
- 3
Office Locations
About 7two
7Two (SevenTwo LLC) is an SEC-registered RIA providing multi-family office and outsourced CIO services to families, institutions, and other RIAs, plus family governance support focused on multigenerational stewardship. The firm stresses diligence in selecting and monitoring external investment managers and offers an Addepar-based client portal. Based in Denver with presence in Boston, Lake Tahoe, and Park City.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
MARC STEVENS BATHGATE
Managing Partner
- CRD
- #5045724
- Ownership
- Less than 5%
Vicki Michelle Denhoffer
Chief Compliance Officer, CHIEF OPERATING OFFICER, Partner
- CRD
- #6678699
- Ownership
- Less than 5%
North oak
Legacy catalyst
- CRD
- #56909
- Ownership
- 41.0%
Showing 2 of 5 owners & executives
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Coleman Shwayder
--
- CRD
- #7671383
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,391,190 | $1,347,317 |
| Non-Discretionary | $0 | -- |
| Total | $230,391,190 | $1,347,317 |
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Separately Managed Accounts
Total SMA Asset: $170,851,190
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $674,619,415 | 11.1% |
| Public Funds | $1,118,288,039 | 18.4% |
| Cash | $1,659,199,101 | 27.3% |
| Corporate - Investment Grade | $1,428,248,310 | 23.5% |
| Municipal Bonds | $826,560,724 | 13.6% |
| U.S. Government/Agency | $370,736,796 | 6.1% |
| Total | $6,077,652,385 | 100.0% |