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VII Capital Management LLC

Updated today

Client assets under management

$27,761,245

Clients

48

65% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$578,359

About

VII Capital manages equity portfolios for individual and corporate clients through separately managed accounts and as the investment manager of a pooled investment fund. The firm offers three standardized, equity-focused portfolio styles (VII, Low‑Vol and Long‑Only) and tailors allocations to clients’ investment objectives and risk tolerance.

The firm follows an “Outstanding Company” philosophy implemented with bottom‑up fundamental analysis of publicly traded common stocks and employs short selling in two of its portfolio types and selective leverage in its primary portfolio. VII Capital publishes monthly investor letters, a book and investor presentations that disclose historical track records and include predecessor and hypothetical performance illustrations.

Notably, VII Capital operates both as a private fund adviser to pooled vehicles and as an SMA manager, serves a material non‑U.S. investor base, and offers performance‑based fee arrangements to qualified clients. The firm also manages portfolios that may use borrowing/margin and concentrated equity exposures while generally avoiding bonds, mutual funds, ETFs and most derivatives for client accounts.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

$0+: 1.5% annually (for clients who decline performance fee) $0+: 1.0% annually (for clients who elect to pay performance fee)

Performance-based

10% of net profits above high watermark, assessed annually in arrears for Qualified Clients

Other

Account minimum: $100,000

Main office location

VII Capital Management LLC

700 Canal Street

Stamford CT 06902, United States

Number of offices

1

Most active in

Connecticut · Florida · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean G

CFA®

Stamford, CT

VII Capital Management LLC

Sean Gelston is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014 and previously worked at Tongore Management LLC from 2015 to 2019. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three standardized, equity-focused portfolio styles tailored to client objectives and risk tolerance.

Active portfolio management Concentrated stock management
user avatar

Robert Zsolt K

Series 65

Stamford, CT

VII Capital Management LLC

Robert Zsolt Kazinczy Vamos is a financial advisor at VII Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining VII Capital Management in 2022, he has operated an online photography sales business since 2017. He also worked with Centro Brasil no Clima / The Climate Reality Project from 2016 to 2017. VII Capital Management manages equity portfolios for individual and corporate clients using separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks, offering three standardized equity portfolio styles tailored to clients’ investment objectives and risk tolerance.

Active portfolio management Concentrated stock management
user avatar

Adriano A

CFA®

Stamford, CT

VII Capital Management LLC

Adriano Almeida is a CFA® charterholder with nine years of industry experience. He has been with VII Capital Management LLC since 2014. VII Capital Management LLC manages equity portfolios for individual and corporate clients through separately managed accounts and as the investment manager of a pooled investment fund. The firm uses a bottom-up fundamental analysis approach focused on publicly traded common stocks and offers three equity-focused portfolio styles tailored to clients’ investment objectives and risk tolerance.

Active portfolio management Concentrated stock management
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