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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2017
- Office Locations
- 2
Office Locations
About VII Capital Management LLC
VII Capital Management LLC is a Stamford, CT investment adviser serving retail and institutional clients, including entrepreneurs and qualified purchasers. The firm provides portfolio construction and discretionary SMA management with a strong equity ETF orientation, with exposure themes including infrastructure and socially responsible investing. Custody is maintained with Schwab and Interactive Brokers.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ADRIANO FERREIRA ALMEIDA
Chief Executive Officer, Director, Managing Member, PRINCIPAL
- CRD
- #5013655
- Ownership
- 75% or more
Sean M Gelston
Chief Compliance Officer, CHIEF OPERATING OFFICER, Managing Member
- CRD
- #6740028
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Robert Zsolt Kazinczy Vamos
--
- CRD
- #7550981
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,417,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,417,310 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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