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SEVEN FLEET CAPITAL MANAGEMENT LP

· CRD 335203 · IAPD ↗ · 650-660-3618

$434.6MRegulatory AUM
3Advisory reps
4Employees
4Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — SEVEN FLEET CAPITAL MANAGEMENT LP (location n/a) is newly SEC-registered with $434.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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