{
  "crd_number": 310026,
  "slug": "seven-grand-managers-llc-bronxville-ny-310026",
  "primary_business_name": "SEVEN GRAND MANAGERS LLC",
  "legal_name": "SEVEN GRAND MANAGERS LLC",
  "dbas": [],
  "city": "Bronxville",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1235282951.0,
  "raum_discretionary": 1235282951.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 206225735.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 1029057216.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/7gmanagers",
    "https://sevengrand.io"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310026",
  "city_as_filed": "BRONXVILLE",
  "url": "https://advisorcensus.com/firm/seven-grand-managers-llc-bronxville-ny-310026",
  "display_name": "Seven Grand Managers LLC",
  "summary": "Seven Grand Managers LLC is an SEC-registered investment advisory firm in Bronxville, NY, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Seven Grand Managers LLC (CRD 310026): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Seven Grand Managers LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seven Grand Managers LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Seven Grand Managers LLC located?",
      "a": "Seven Grand Managers LLC's principal office is in Bronxville, NY, according to its Form ADV."
    },
    {
      "q": "Is Seven Grand Managers LLC registered with the SEC or a state?",
      "a": "Seven Grand Managers LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 310026."
    },
    {
      "q": "How much does Seven Grand Managers LLC manage?",
      "a": "Seven Grand Managers LLC reports $1,235,282,951 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Seven Grand Managers LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Seven Grand Managers LLC: Regulatory assets under management: $208,686,000 in the October 2022 data and $1,235,282,951 in the October 2026 data, up 492%. Total employees: 5 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Seven Grand Managers LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); investment companies (1)."
    },
    {
      "q": "Does Seven Grand Managers LLC 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/310026"
    },
    {
      "q": "What changed in Seven Grand Managers LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $399,307,408 to $1,235,282,951 (+209%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-02-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 208686000.0,
      "total_employees": 5,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 324660903.0,
      "total_employees": 5,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 326846000.0,
      "total_employees": 5,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 399307408.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1235282951.0,
      "total_employees": 11,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Regulatory assets under management went from $399,307,408 to $1,235,282,951 (+209%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/seven-grand-managers-llc-bronxville-ny-310026.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 206225735.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1029057216.0
    }
  ],
  "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/310026",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}