RIA Intel›Advisers›Pennsylvania›SEVENONESEVEN CAPITAL MANAGEMENT, LTD

SEVENONESEVEN CAPITAL MANAGEMENT, LTD

Advisory

N·LANCASTER, PA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$923M
1-Year AUM Growth
+3.3%
3-Year CAGR
-1.6%
Employees
3
Assets Under Management
Total AUM$923M
Discretionary AUM$684M
Non-Discretionary AUM$239M
Discretionary %74.1%
Total Clients—
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingSep 5, 2019
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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