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Seven Mile Advisory
Pamela Perskie established Seven Mile Advisory to deliver customized wealth oversight to families with multigenerational needs. The firm traces its client base...
Seven Mile Advisory
Pamela Perskie established Seven Mile Advisory to deliver customized wealth oversight to families with multigenerational needs. The firm traces its client base to business owners and private equity professionals who require coordinated tax, estate, and investment structuring. Investment activity centers on low-cost public markets supplemented by niche private-market managers. Allocations span private equity, real estate, private credit, hedge funds, and philanthropic vehicles. Geographic exposure remains focused on North America with limited global alternatives exposure. The firm avoids prefabricated product suites and instead builds portfolios around each client's cash-flow and liquidity profile. The team includes six named professionals led by Perskie as CEO. Joseph Perskie serves as co-owner. Keith Feinberg holds the role of Chief Operating Officer. No additional offices are disclosed. Pamela Perskie also serves as President of the Wharton Club of New York, providing an institutional alumni network for events and sourcing. Client intake is deliberately capped to preserve service depth. Governance and succession planning receive dedicated internal resources separate from investment execution.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
North America
Country
United States
City
Tallahassee
Corporate office
Ewing, United States
Principals
Pamela Perskie
Founder & CEO
Nicole Araya
Vice President & Client Advisor
Lily Zhang
Vice President & Client Advisor
Michael Cappadona
Vice President & Client Advisor
Jennifer Flickinger
Director, Private Wealth
Paul Dalton
Chief Technology Officer
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Seven Mile Advisory?
Pamela Perskie serves as Founder and CEO with final oversight. Keith Feinberg acts as Chief Operating Officer and Wealth Strategist supporting portfolio construction.
Does Seven Mile Advisory participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct private-market investments. It adds specialist managers in private equity and real estate where outperformance potential exists.
What investment stages does Seven Mile Advisory typically target?
The firm focuses on private equity, private credit, and real estate without stated stage restrictions. Emphasis lies on tax-efficient and low-cost vehicles suited to multigenerational holding periods.
Where does the underlying wealth come from?
Clients include business owners, private equity professionals, real estate investors and operators, and professional athletes. No single family or wealth source is publicly identified as the origin of the firm itself.
How is Seven Mile Advisory related to the Wharton Club of New York?
Pamela Perskie serves as President of the Wharton Club of New York. The club relationship supplies an alumni network used for events and professional connections.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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