|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Seventwo LLC
✚
|
|
|---|---|
| CRD # | 328900 |
| SEC # | 801-129353 |
| CIK # | |
| AUM | $142.3 M (2025-06-10) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 720-477-7274 |
| Address | 100 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | RHF IV Holding Company LLC | [2025-06-10] | 34.9 | 34.9 |
| Other | Fawkes V Ltd | [2025-01-10] | 8.8 | 8.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.0 |
| (b) Individuals (high net worth individuals) | 49 | 131.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 142.3 |
| By Discretionary | ||
| Discretionary | 170 | 142.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 170 | 142.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.3 | |
| Total | 170 | 142.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Marc Bathgate | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Taurum Retirement Partners LLC
✚
|
AZ | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
Haven Capital Group Inc
✚
|
CA | 0.1 |
|
Media Wealth LLC
✚
|
CA | 0.1 |
|
Wolfers Asset Management LLC
✚
|
0.1 | |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
Fidelis Financial Planning LLC
✚
|
MO | 0.1 |