RIA Intel›Advisers›Connecticut›VII CAPITAL MANAGEMENT LLC

VII CAPITAL MANAGEMENT LLC

Advisory

STAMFORD, CT

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in CT

#1,010

of 1,312 advisers by AUM

Average account

$588K

across 79 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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