CRD: 338305
Seven Hills Capital Corp.
$83.8M Total AUM
$83.8M Disc. AUM
-- 3Y CAGR
4 Employees
238 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
2 St. Clair Ave., W. 18th Floor Toronto, Ontario --
About Seven Hills Capital Corp.
Seven Hills Capital Corp. is a Toronto, Ontario-based RIA. The firm has been operating for 1 years. Managing $83.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$27.9M AVG AUM / ADVISOR
$352.1K AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PATRICK BROOKS KEELEY
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
G
GRANT REGGIE LASCHOWSKI
PORTFOLIO MANAGER
- CRD
- #7152674
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,789,532 | $73,888 |
| Non-Discretionary | $0 | -- |
| Total | $83,789,532 | $73,888 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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