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7TH HARVEST INVESTMENTS

Advisory

DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,510
of 2,813 advisers by AUM
AUM change, 1 year
-55.8%
5th percentile in TX
AUM CAGR, 3 year
-22.3%
compound annual growth
Average account
$356K
across 234 accounts
AUM per adviser
$28M
3 advisers
Filing history
18
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$83M
1-Year AUM Growth
-55.8%
3-Year CAGR
-22.3%
Employees
3
Assets Under Management
Total AUM$83M
Discretionary AUM$61M
Non-Discretionary AUM$22M
Discretionary %73.4%
Total Clients118
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingMar 17, 2008
Latest FilingMar 31, 2026
Full AUM trend chart and 18 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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TRINSIC CAPITAL, LLC
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LIGHT CAPITAL MANAGEMENT LLC
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