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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

7TWO

SEVENTWO LLC, CRD 328900

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c78545b0-c3fc-a4c4-9caf-6a4f30fe7513

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 1
Observed: Dec 14, 2023 to Jun 12, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

7Two

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.26 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $230MItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $230M
Private client RAUM: $171MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $46.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 171
Individual clients: 12
High net worth clients: 42
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $43.3M
SEC number: 801-129353
CRD: 328900
Filings on the tape: 16
First filed: Dec 14, 2023
Latest filed: Jun 12, 2026
Organised: Limited Liability Company, CO
Website: 7two.co

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW NELSON MACKEN	n/a	Dedham, MA \| DENVER, CO	2	32	3	no
MARC STEVENS BATHGATE	n/a	DENVER, CO \| Park City, UT	2	20	n/a	yes
RYAN PETER RITCHIE	n/a	Incline Village, NV \| DENVER, CO	2	16	1	no
NICHOLAS JOSEPH ROTELLO	Chartered Financial Analyst	DENVER, CO	1	26	5	no
Coleman Shwayder	Certified Financial Planner	DENVER, CO	1	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BATHGATE, MARC, STEVENS	MANAGING MEMBER	E	yes	12/2020	Jun 19, 2024	Oct 11, 2024
BATHGATE, MARC, STEVENS	MANAGING PARTNER	Na	yes	03/2024	Jun 19, 2024	Oct 11, 2024
BLACK SAGE HOLDINGS, LLC	Member	C	yes	03/2024	Jun 19, 2024	Oct 11, 2024
Denhoffer, Vicki, Michelle	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Jun 19, 2024	Oct 11, 2024
HARBOUR PARTNERS, LLC	Member	C	yes	03/2024	Jun 19, 2024	Oct 11, 2024
MACKEN, ANDREW, NELSON	MANAGING MEMBER	E	yes	01/2024	Dec 14, 2023	Oct 11, 2024
MACKEN, ANDREW, NELSON	MANAGING PARTNER	Na	yes	12/2023	Dec 14, 2023	Oct 11, 2024
MOYBRIDGE, LLC	Member	C	yes	03/2024	Jun 19, 2024	Oct 11, 2024
RITCHIE, RYAN, PETER	MANAGING MEMBER	E	yes	09/2022	Dec 14, 2023	Oct 11, 2024
RITCHIE, RYAN, PETER	MANAGING PARTNER	Na	yes	12/2023	Dec 14, 2023	Oct 11, 2024
ROTELLO, NICHOLAS, JOSEPH	MANAGING PARTNER	Na	yes	12/2023	Dec 14, 2023	Oct 11, 2024
ROTELLO, NICHOLAS, JOSEPH	MANAGING MEMBER	E	yes	05/2009	Dec 14, 2023	Oct 11, 2024
SEVEN TWO PARTNERS LLC	Member	C	yes	03/2024	Jun 19, 2024	Oct 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dedham	Ma	United States	1	no
INCLINE VILLAGE	Nv	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$230M	$230M	7	5	4	3	n/a
2024	Feb 12, 2025	$142M	$142M	6	4	4	1	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$230M	$142M	61.9%	n/a	n/a	7	6	4	4

Relationships

Registered with (5)

← Coleman ShwayderAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← NICHOLAS JOSEPH ROTELLOAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← RYAN PETER RITCHIEAdvisorregistration: current employment
Jul 23, 2024 to presentfactForm ADV
← MARC STEVENS BATHGATEAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← ANDREW NELSON MACKENAdvisorregistration: current employment
Jan 26, 2024 to presentfactForm ADV

Controls (9)

← MACKEN, ANDREW, NELSONOwnerMANAGING MEMBER, ownership code E, individual
Dec 14, 2023 to Oct 11, 2024factForm ADV
← ROTELLO, NICHOLAS, JOSEPHOwnerMANAGING MEMBER, ownership code E, individual
Dec 14, 2023 to Oct 11, 2024factForm ADV
← BATHGATE, MARC, STEVENSOwnerMANAGING MEMBER, ownership code E, individual
Jun 19, 2024 to Oct 11, 2024factForm ADV
← RITCHIE, RYAN, PETEROwnerMANAGING MEMBER, ownership code E, individual
Dec 14, 2023 to Oct 11, 2024factForm ADV
← Denhoffer, Vicki, MichelleOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 19, 2024 to Oct 11, 2024factForm ADV
← BLACK SAGE HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Jun 19, 2024 to Oct 11, 2024factForm ADV
← HARBOUR PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Jun 19, 2024 to Oct 11, 2024factForm ADV
← MOYBRIDGE, LLCOwnerMEMBER, ownership code C, domestic entity
Jun 19, 2024 to Oct 11, 2024factForm ADV
← SEVEN TWO PARTNERS LLCOwnerMEMBER, ownership code C, domestic entity
Jun 19, 2024 to Oct 11, 2024factForm ADV

Dated events

Occurred
Feb 12, 2025
Regulatory AUM changed
7Two reported RAUM $142.3M, down 63% from $386.3M (2025-01-10 to 2025-02-12)
Form ADVobserved 6 days ago
$-244M
Occurred
Jun 19, 2024
Control person joined
Michelle Vicki Denhoffer (Chief Operating Officer And Chief Compliance Officer) appeared on Schedule A of 7Two
Form ADVobserved 6 days ago
Occurred
Jun 19, 2024
Control person joined
Stevens Marc Bathgate (Managing Partner) appeared on Schedule A of 7Two
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
First Form ADV filing
Seven Two, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c78545b0-c3fc-a4c4-9caf-6a4f30fe7513
First observed: Dec 14, 2023
Last observed: Jun 12, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

7TWO

SEVENTWO LLC, CRD 328900

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c78545b0-c3fc-a4c4-9caf-6a4f30fe7513

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW NELSON MACKEN

n/a

Dedham, MA | DENVER, CO

MARC STEVENS BATHGATE

n/a

DENVER, CO | Park City, UT

n/a

yes

RYAN PETER RITCHIE

n/a

Incline Village, NV | DENVER, CO

NICHOLAS JOSEPH ROTELLO

Chartered Financial Analyst

DENVER, CO

Coleman Shwayder

Certified Financial Planner

DENVER, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATHGATE, MARC, STEVENS

MANAGING MEMBER

yes

12/2020

Jun 19, 2024

Oct 11, 2024

BATHGATE, MARC, STEVENS

MANAGING PARTNER

yes

03/2024

Jun 19, 2024

Oct 11, 2024

BLACK SAGE HOLDINGS, LLC

Member

yes

03/2024

Jun 19, 2024

Oct 11, 2024

Denhoffer, Vicki, Michelle

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

06/2024

Jun 19, 2024

Oct 11, 2024

HARBOUR PARTNERS, LLC

Member

yes

03/2024

Jun 19, 2024

Oct 11, 2024

MACKEN, ANDREW, NELSON

MANAGING MEMBER

yes

01/2024

Dec 14, 2023

Oct 11, 2024

MACKEN, ANDREW, NELSON

MANAGING PARTNER

yes

12/2023

Dec 14, 2023

Oct 11, 2024

MOYBRIDGE, LLC

Member

yes

03/2024

Jun 19, 2024

Oct 11, 2024

RITCHIE, RYAN, PETER

MANAGING MEMBER

yes

09/2022

Dec 14, 2023

Oct 11, 2024

RITCHIE, RYAN, PETER

MANAGING PARTNER

yes

12/2023

Dec 14, 2023

Oct 11, 2024

ROTELLO, NICHOLAS, JOSEPH

MANAGING PARTNER

yes

12/2023

Dec 14, 2023

Oct 11, 2024

ROTELLO, NICHOLAS, JOSEPH

MANAGING MEMBER

yes

05/2009

Dec 14, 2023

Oct 11, 2024

SEVEN TWO PARTNERS LLC

Member

yes

03/2024

Jun 19, 2024

Oct 11, 2024

City

State

Country

Employees

Also broker-dealer

Dedham

United States

INCLINE VILLAGE

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$230M

n/a

2024

Feb 12, 2025

$142M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$230M

$142M

61.9%

n/a