Seven Grand Managers, LLC
Seven Grand Managers, LLC is a boutique registered investment adviser headquartered in Bronxville, New York. Founded in 2019, the firm primarily serves institutional and ultra-high net worth investors, providing access to capital markets investment opportunities. As of 2025, the firm reports having 7 employees (all investment professionals) and approximately $399.3 million in assets under management.
Investment Strategy
Seven Grand Managers, LLC focuses on providing superior access to capital markets investment opportunities, targeting institutional investors and ultra-high net worth individuals. The firm manages a diversified portfolio of public equities and other securities, with an emphasis on discretion and active management for select clients. Investments are typically made across multiple sectors, optimizing risk-adjusted returns and capital preservation.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRO | BROWN & BROWN INC | 9.97% | $83.2M | 750,000 | $110.87 | $110.87 | +$83.2M |
M MSFT | MICROSOFT CORP | 7.33% | $61.1M | 122,793 | $497.41 | $497.41 | +$61.1M |
P PRMB | PRIMO BRANDS CORPORATION | 7.11% | $59.2M | 2,000,000 | $32.56 | $29.62 | +$23.8M |
N NDAQ | NASDAQ INC | 5.36% | $44.7M | 500,000 | $73.83 | $89.42 | +$6.8M |
T TTAN | SERVICETITAN INC | 3.47% | $28.9M | 270,000 | $104.98 | $107.18 | +$21.8M |