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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.
Latest 13F Filing Activity
Seven Grand Managers, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $834M. The fund increased holdings in Brown & Brown Inc., Microsoft Corp., Galaxy Digital Inc. among other positions. Seven Grand Managers, LLC reduced exposure to Keurig DR Pepper Inc., Southern Co., Entergy Corp. New among others.
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 |
Industry Allocation
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