7 NORTH FINANCE
  • 7 NORTH FINANCE
  • 7 NORTH GLOBAL SERVICES CORP.
  • 7 NORTH FINANCE GLOBAL SERVICES CORP.

Adviser Profile

As of Date 03/30/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 646 xxxxxxx
AUM* 250,000,000
of that, discretionary 30,000,000
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 17,857,143 -86%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 1B 857M 686M 514M 343M 171M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

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