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| Seven Hills Capital Corp
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|---|---|
| CRD # | 338305 |
| SEC # | 801-134481 |
| CIK # | |
| AUM | 83.8 M (2026-05-08) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 416-357-0640 |
| Address | 2 St Clair Ave, W Toronto Ontario, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (5/8/2026) [Brochure] |
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Item 5: Fees and Compensation A. Fee Schedule Total Assets Under Management Annual Fees $0 - $500,000 1.50% $500,001 - $3,000,000 1.25% $3,000,001 - $10,000,000 1.00% $10,000,001 - AND UP 0.90% SHCC uses an average of the daily balance in the client's account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement. Clients may terminate the agreement without penalty for a full refund of SHCC's fees within five business days of signing the Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. B. Payment of Fees Payment of Portfolio Management Fees Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's written authorization on a monthly basis. Fees are paid in arrears. C. Client Responsibility For Third Party Fees Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged by SHCC. Please see Item 12 of this brochure regarding broker-dealer/custodian. D. Prepayment of Fees SHCC collects its fees in arrears. It does not collect fees in advance. E. Outside Compensation For the Sale of Securities to Clients Neither SHCC nor its supervised persons accept any compensation for the sale of securities or other investment products, including asset-based sales charges or service fees from the sale of mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (5/8/2026) [Brochure] |
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Item 7: Types of Clients
SHCC generally provides advisory services to the following types of clients:
High-Net-Worth Individuals
Corporations or Business Entities
There is no account minimum for any of SHCC’s services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 83.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,134 | 83.8 |
| By Discretionary | ||
| Discretionary | 1,134 | 83.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,134 | 83.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 83.8 | |
| United States Persons | 0.0 | |
| Total | 1,134 | 83.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900LH5MEGOM3LTJ1 |
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|---|---|---|
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|
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✚
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|
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✚
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|
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✚
|
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|
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✚
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NY | 81.8 M |