{
  "crd_number": 328900,
  "slug": "7two-denver-co-328900",
  "primary_business_name": "7TWO",
  "legal_name": "SEVENTWO LLC",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-17",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-12",
  "carried_forward": false,
  "raum_total": 230391190.0,
  "raum_discretionary": 230391190.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1225102.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 169626088.0,
      "count": 42
    },
    "pooled_investment_vehicles": {
      "raum": 59540000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "MA",
    "NV",
    "NY",
    "RI",
    "TX",
    "UT"
  ],
  "websites": [
    "https://7two.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328900",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/7two-denver-co-328900",
  "display_name": "7TWO",
  "summary": "7TWO is an SEC-registered investment advisory firm in Denver, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.",
  "citation": "AdvisorCensus. 7TWO (CRD 328900): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is 7TWO compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 7TWO reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is 7TWO located?",
      "a": "7TWO's principal office is in Denver, CO, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 7TWO registered with the SEC or a state?",
      "a": "7TWO is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328900."
    },
    {
      "q": "How much does 7TWO manage?",
      "a": "7TWO reports $230,391,190 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have 7TWO's assets and staff changed since 2024?",
      "a": "In the Form ADV data for 7TWO: Regulatory assets under management: $377,487,542 in the October 2024 data and $230,391,190 in the October 2026 data, down 39%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 7TWO serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (12); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does 7TWO use?",
      "a": "7TWO's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 7TWO report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328900"
    },
    {
      "q": "What changed in 7TWO's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in CA, NY, RI."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 377487542.0,
      "total_employees": 6,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 142280777.0,
      "total_employees": 6,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 230391190.0,
      "total_employees": 7,
      "filing_date": "2026-06-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in CA, NY, RI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $142,280,777 to $230,391,190 (+62%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/7two-denver-co-328900.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 1225102.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 169626088.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 59540000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328900",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}