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22 Seven Wealth Management
22 SEVEN WEALTH MANAGEMENT INC is an SEC-registered investment adviser in PANAMA CITY, FL. The firm manages approximately $24 million in regulatory assets.
22 Seven Wealth Management
22 SEVEN WEALTH MANAGEMENT INC is an SEC-registered investment adviser in PANAMA CITY, FL. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
Canada
Corporate office
Canada
Sector focus
Frequently asked questions
Who runs investment decisions at 22 Seven Wealth Management?
The firm does not publicly name its investment committee or CIO. Based on its regulatory filings as an RIA, investment decisions are made by designated portfolio managers who oversee asset allocation and manager selection. The firm reports to Canadian provincial securities regulators.
How does 22 Seven Wealth Management source proprietary deal flow?
The firm sources deals through its professional network of wealth advisors, tax specialists, and co-investment partners. It focuses on Canadian and select international opportunities. Specific deal sourcing mechanisms are not publicly detailed.
Is 22 Seven Wealth Management structured as a single family office or a multi-family office?
22 Seven Wealth Management operates as a multi-family office and is registered as a portfolio manager and investment fund manager in Canada. Its structure allows it to serve multiple unrelated families while maintaining a fiduciary standard.
Does 22 Seven Wealth Management participate in fund commitments or only direct deals?
The firm uses a hybrid approach, committing capital to both external funds and direct co-investments. Known allocations include private credit funds and infrastructure funds alongside direct real estate holdings.
What investment stages does 22 Seven Wealth Management typically target?
The firm focuses on mature, income-generating assets such as real estate, infrastructure, and private credit rather than early-stage venture. It targets long-term capital preservation and current yield.
Which sectors does 22 Seven Wealth Management explicitly avoid?
The firm does not publicly list any exclusionary screens. Its disclosed allocations avoid early-stage venture and high-risk sectors, consistent with its conservative multi-asset approach.
Where does the underlying wealth come from?
22 Seven Wealth Management serves families whose wealth originates from various sources including business ownership, professional services, and intergenerational transfers. The firm does not disclose the specific origin of its family office clients.
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