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SEVEN GRAND MANAGERS LLC

BRONXVILLE, NY · CRD 310026 · IAPD ↗ · sevengrand.io · 914-498-1776

$1.24BRegulatory AUM
9Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — SEVEN GRAND MANAGERS LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — SEVEN GRAND MANAGERS LLC crossed $1B in regulatory AUM ($399.3M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
February 2025 — SEVEN GRAND MANAGERS LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.