|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sevenoneseven Capital Management Ltd
✚
|
|
|---|---|
| CRD # | 305092 |
| SEC # | 801-117445 |
| CIK # | 0001821035 |
| AUM | $906.1 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 844-970-4055 |
| Address | 275 Hess Boulevard Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 14.0 | ||
| iShares Silver Trust | 13.1 | ||
| Palantir Technologies Inc | 12.6 | ||
| Nvidia Corp | 12.2 | ||
| Xometry Inc | 11.7 | ||
| Apple Inc | 11.5 | ||
| Shopify Inc | 7.7 | ||
| Arista Networks Inc | 6.4 | ||
| Broadcom Inc | 6.2 | ||
| Garmin Ltd | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 906.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,053 | 906.1 |
| By Discretionary | ||
| Discretionary | 6,053 | 906.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,053 | 906.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 906.1 | |
| Total | 6,053 | 906.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001821035] | |
| 13F-NT | [0001821035] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bearing Point Capital LLC
✚
|
MN | 0.9 |
|
COFG Advisors LLC
✚
|
IL | 0.9 |
|
Foresight Global Investors Inc
✚
|
NY | 0.9 |
|
Faithward Advisors LLC
✚
|
PA | 0.9 |
|
Alpha Omega Wealth Management LLC
✚
|
VA | 0.9 |
|
Dock Street Asset Management Inc
✚
|
FL | 0.9 |
|
AIRE Advisors LLC
✚
|
CA | 0.9 |
|
PKS Advisory Services LLC
✚
|
NY | 0.9 |
|
Elk River Wealth Management LLC
✚
|
CO | 0.9 |
|
Glass Jacobson Investment Advisors LLC
✚
|
MD | 0.9 |