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Seven Mile Advisory
Seven Mile Advisory LLC is a multi-family office and SEC-registered investment adviser headquartered in Ewing, New Jersey. Founded in 2021 by Pamela Perskie and Joseph Perskie, the firm provides comprehensive discretionary investment management and advisory services to high-net-worth families and individuals, focusing on wealth management, estate and succession planning, and financial consulting. Serving approximately 33 relationships, Seven Mile Advisory combines tailored financial planning, investment management, and a full suite of family office solutions. As of the end of 2023, the firm had around $328 million in assets under management and over $1.1 billion in assets under advisement.
Investment Strategy
Seven Mile Advisory customizes portfolios for each client based on their unique goals, providing both discretionary and consultative investment management. The firm emphasizes low-cost, tax-efficient investment vehicles, including equities, fixed income, alternatives, mutual funds, and independent managers. The firm incorporates specialist and niche managers, particularly in private markets where outperformance opportunities exist. Investment decisions are made with a focus on the client’s long-term needs and holistic financial picture, prioritizing comprehensive planning, wealth transfer, and philanthropic objectives. The advisory process is collaborative, with continuous client engagement and an emphasis on tailored solutions rather than rigid formulas.
Latest 13F Filing Activity
Seven Mile Advisory filed their most recent 13F report on Jun 30, 2025 disclosing 180 equity positions with a total 13F market value of $166M. The fund increased holdings in Nvidia Corporation Com, Microsoft Corp. Com, SPDR S&P 500 Etf Trust among other positions. Seven Mile Advisory reduced exposure to Apple Inc. Com, Dfa U.s. Small Cap Etf, Vanguard Short-term Treasury Etf among others.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 12.06% | $20.1M | 32,468 | $450.13 | $617.85 | +$1.9M |
N NVDA | NVIDIA CORPORATION COM | 9.43% | $15.7M | 99,270 | $46.05 | $157.99 | +$5.0M |
A AAPL | APPLE INC COM | 5.13% | $8.5M | 41,585 | $206.00 | $205.17 | -$1.2M |
M MSFT | MICROSOFT CORP COM | 4.96% | $8.3M | 16,599 | $363.45 | $497.41 | +$2.4M |
V VOO | VANGUARD S&P 500 ETF | 4.16% | $6.9M | 12,169 | $415.57 | $568.03 | +$563.0K |
Industry Allocation
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