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7two

7two. CRD 328900

7

CRD: 328900

7two

Denver, CO, 80206
7204777274
www.seventwopartners.com
$230.4M Total AUM
$230.4M Disc. AUM
-- 3Y CAGR
7 Employees
57 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Optima
Established Date
01-17-2024
Office Locations
3

Office Locations

100 Fillmore Street 5TH Floor Denver CO
-- Incline Village NV
-- Park City UT

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

52 AVG AGE
$46.1M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
1.9 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

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Accredited Investors

Summit timber Crest

Asset Classes

Signal Insight Pioneer Eagle Vector Momentum Wave quantum

Client Personas

Legacy unison

Investment Themes

Beacon Matrix peak

Investment Vehicles

Crest Crest timber

Services

Oak Beacon Catalyst Focus momentum Oak vector

Technology

Value

Owner & Executives

MARC STEVENS BATHGATE

MARC STEVENS BATHGATE

Managing Partner

CRD
#5045724
Ownership
Less than 5%
(262) 479-3538
delta.vital@elementcapital.com
in linkedin.com/in/pioneer-frontier
Vicki Michelle Denhoffer

Vicki Michelle Denhoffer

Chief Compliance Officer, CHIEF OPERATING OFFICER, Partner

CRD
#6678699
Ownership
Less than 5%
(393) 388-7723
summit.vector@oakcapital.com
in linkedin.com/in/insight-ridge
N

North oak

Legacy catalyst

CRD
#56909
Ownership
41.0%
(305) 969-1480
prime.vital@atlascapital.com
in linkedin.com/in/glacier-harbor

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Contacts

C

Coleman Shwayder

--

CRD
#7671383
(509) 896-3106
beacon.ridge@summitcapital.com
in linkedin.com/in/horizon-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-11-2024
06-10-2025
03-28-2026
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

$170.9M Total SMA
Equity - Exchange:
11.1%
Public Funds:
18.4%
Cash:
27.3%
Corporate - Investment Grade:
23.5%
Municipal Bonds:
13.6%
U.S. Government/Agency:
6.1%
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%

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