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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Seven Mile Advisory LLC
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| CRD # | 324114 |
| SEC # | 801-127330 |
| CIK # | 0001987932 |
| AUM | $382.2 M (2025-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-365-5562 |
| Address | 100 Charles Ewing Blvd Ewing, NJ 08628 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.7 | ||
| Apple Inc | 8.5 | ||
| Microsoft Corp | 8.3 | ||
| Amazon Com Inc | 6.7 | ||
| Facebook Inc | 3.9 | ||
| Alphabet Inc | 2.7 | ||
| Alphabet Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Broadcom Inc | 2.3 | ||
| VISA Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 382.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 382.2 |
| By Discretionary | ||
| Discretionary | 347 | 382.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 382.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.2 | |
| Total | 347 | 382.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001987932] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Asset Management LLC
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|
CA | 0.4 |
|
Turning Point Benefit Group Inc
✚
|
MD | 0.4 |
|
Cargile Investment Management Inc
✚
|
TX | 0.4 |
|
Flourish Wealth Management Inc
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|
MN | 0.4 |
|
REIK & Co LLC
✚
|
0.4 | |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
IMZ Advisory Inc
✚
|
FL | 0.4 |
|
Investment Management Consultants
✚
|
NV | 0.4 |
|
McCarter Private Wealth Services LLC
✚
|
MA | 0.4 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.4 |