Private EquityRIA · CRD 157435SEC-Registered

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Seven Holdings

Seven Holdings is an SEC-registered investment adviser in San Francisco, CA, registered since 2011. The firm manages $9.6 billion in assets, with $9.2 billion...

Seven Holdings logo

Seven Holdings

Seven Holdings is an SEC-registered investment adviser in San Francisco, CA, registered since 2011. The firm manages $9.6 billion in assets, with $9.2 billion on a discretionary basis. It has 22 employees and 14 investment advisers.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

2277 2nd Street, Sarasota, Florida 34236, United States

Sector focus

Enterprise SoftwareReal EstateMobility & TransportationMedia & Entertainment

Frequently asked questions

Does Seven Holdings invest its own capital or only manage external funds?

The firm states it manages venture capital funds and its own resources. Its model appears to blend balance-sheet investing with LP-backed venture commitments, giving it flexibility to participate across seed, early-stage, and growth rounds. In practice, this means the firm can co-invest principal capital alongside fund vehicles in the same deals.

What sectors does Seven Holdings actively pursue?

Seven Holdings lists Software and SaaS, Internet, Hotel and Hospitality, Distribution, Automotive, and Real Estate and Related Services as its areas of focus. The portfolio activity is weighted toward real estate advisory and services while maintaining venture exposure to early-stage and growth companies within technology adjacent sectors.

How is Seven Holdings structured as an investment firm?

The firm is organized around a General Partner and a broader Management Team, operating out of a single office in Sarasota, Florida. It manages venture capital funds and principal capital under one roof, a hybrid structure that blends an operating-company approach with fund management — a setup that allows it to apply domain expertise across both illiquid private investments and project-specific ventures, particularly in the Southeastern US.

What investment stages does Seven Holdings target?

Seven Holdings targets early-stage, seed, and growth-stage investments, deploying through venture capital funds and direct principal commitments. The stage focus tilts toward companies that align with the firm's regional domain expertise and can benefit from the infrastructure and operating resources Seven Holdings brings to its partner companies.

Does Seven Holdings maintain a philanthropic arm or family-office lineage?

No philanthropic foundations, family-office lineage, or wealth-origin narratives have been publicly disclosed. The firm presents itself purely as a private equity and venture capital investor without a visible succession structure or charitable entity, separating it from family-office peers that typically report a founder's exit or inheritance story.

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