DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
7•• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 18, 2022 · 8 filings
SEC status approved since Apr 19, 2022
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
31
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Mar 30, 2023$790M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20230 then
Employees (5.A)15 as of Mar 31, 2026
Mar 30, 20239 then
Private funds31 as of Mar 31, 2026
Mar 30, 202321 then
RAUM +23% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $43.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.3B, 31 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 31 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 7•• F••• I•• L••• | Venture Capital Fund | $262M | 156 | Mar 18, 2022 |
| 7•• F••• I• L••• | Venture Capital Fund | $223M | 117 | Jul 14, 2021 |
| 7•• A•••• F••• I• L••• | Venture Capital Fund | $189M | 152 | Mar 18, 2022 |
| 7•• F••• I••• L••• | Venture Capital Fund | $148M | 39 | Mar 29, 2024 |
| 7•• A•••• F••• I•• L••• | Venture Capital Fund | $40.1M | 36 | Mar 29, 2024 |
| 7•• P•••••• I• L••• | Venture Capital Fund | $9.7M | 105 | Jul 14, 2021 |
| 7•• F••• 1••• A•••••• L••• | Venture Capital Fund | $8.3M | 28 | Jul 14, 2021 |
| 7•• P•••••• I• F•••• L••• | Venture Capital Fund | $8.3M | 88 | Mar 18, 2022 |
| 7•• F••• 1••• S•• L••••• L••• | Venture Capital Fund | $7.3M | 26 | Jul 14, 2021 |
| 7•• K•••••• F••• I• L••• | Venture Capital Fund | $6.2M | 12 | Mar 29, 2024 |
| 7•• F••• 1••• L•••••• L••• | Venture Capital Fund | $3.7M | 23 | Jul 14, 2021 |
| 7•• F••• 1••• P••••• L••• | Venture Capital Fund | $3.5M | 24 | Mar 18, 2022 |
| 7•• F••• 1••• A••••••••• L••• | Venture Capital Fund | $3.5M | 17 | Mar 18, 2022 |
| 7•• F••• 1••• A••••••• L••• | Venture Capital Fund | $2.0M | 35 | Mar 18, 2022 |
| 7•• F••• 1••• P••••• L••• | Venture Capital Fund | $1.7M | 26 | Mar 18, 2022 |
| 7•• F••• 1••• G••••••••• L••• | Venture Capital Fund | $1.7M | 11 | Mar 18, 2022 |
| 7•• F••• 1••• C•••••••• L••• | Venture Capital Fund | $1.4M | 5 | Mar 18, 2022 |
| 7•• F••• 1••• B•••••• L••• | Venture Capital Fund | $1.4M | 8 | Jul 14, 2021 |
| 7•• F••• 1••• G••••••••• L••• | Venture Capital Fund | $1.2M | 6 | Mar 18, 2022 |
| 7•• F••• 1••• L••• P•••••• L••• | Venture Capital Fund | $902,298 | 8 | Mar 18, 2022 |
| 7•• F••• 1••• L•• A••••••• L••• | Venture Capital Fund | $687,330 | 9 | Mar 18, 2022 |
| 7•• F••• 1••• S•• M•••••• L••• | Venture Capital Fund | $575,934 | 4 | Mar 18, 2022 |
| 7•• F••• 1••• H•••••••• L••• | Venture Capital Fund | $475,730 | 8 | Mar 18, 2022 |
| 7•• F••• 1••• S••••••••• L••• | Venture Capital Fund | $81,921 | 7 | Mar 18, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••• M•••••• · Head Of Finance & Compliance/Ccocontrolsince 04/2022 · owns less than 5%
- H•••••••• K••••••• C•••• · Founding Partnercontrolsince 10/2020 · owns less than 5%
- O••••••• A••••• · General Partner And Foundercontrolsince 09/2020 · owns less than 5%
- O••••••• A••••• · Trusteecontrolsince 09/2020 · owns F of O•••••• E••••• L••••• T•••• D•••• J•••••• 3•• 2•••
Entity owners
- O•••••• E••••• L••••• T•••• D•••• J•••••• 3•• 2••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- 7•• A•••• F••• G• I• L••pooled vehicle sponsorn
- 7•• A•••• F••• G• I•• L••pooled vehicle sponsorn
- 7•• F••• G• I• L••pooled vehicle sponsorn
- 7•• F••• G• I•• L••pooled vehicle sponsorn
- 7•• F••• G• I••• L••pooled vehicle sponsorn
- 7•• K•••••• F••• G• I• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 26 to 31Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 31Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $1.1B to $1.3BMar 28, 2025 to Mar 31, 2026
- Employees · 13 to 15Mar 28, 2025 to Mar 31, 2026
- Private funds · 26 to 31Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $1.3BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.1B to $1.3BMar 28, 2025 to Mar 31, 2026
- RAUM · $1.1B to $1.3BMar 28, 2025 to Mar 31, 2026
- Accounts · 24 to 26Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 24 to 26Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $924M to $1.1BMar 29, 2024 to Mar 28, 2025
- Employees · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- HQ city · unset to Mar 29, 2024 to Mar 28, 2025
- HQ state · unset to Mar 29, 2024 to Mar 28, 2025
- Private funds · 24 to 26Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $924M to $1.1BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $924M to $1.1BMar 29, 2024 to Mar 28, 2025
- RAUM · $924M to $1.1BMar 29, 2024 to Mar 28, 2025
- Accounts · 21 to 24Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 3 to 6Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 21 to 24Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $790M to $924MMar 30, 2023 to Mar 29, 2024
- Employees · 9 to 12Mar 30, 2023 to Mar 29, 2024
- Private funds · 21 to 24Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $790M to $924MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $790M to $924MMar 30, 2023 to Mar 29, 2024
- RAUM · $790M to $924MMar 30, 2023 to Mar 29, 2024
- Assets in custody · $904M to $790MJan 31, 2023 to Mar 30, 2023
- Employees · 12 to 9Jan 31, 2023 to Mar 30, 2023
- HQ city · JUPITER to unsetJan 31, 2023 to Mar 30, 2023
- HQ state · FL to unsetJan 31, 2023 to Mar 30, 2023
- Discretionary RAUM · $756M to $790MJan 31, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $756M to $790MJan 31, 2023 to Mar 30, 2023
- RAUM · $756M to $790MJan 31, 2023 to Mar 30, 2023
- Discretionary RAUM · $904M to $756MMay 10, 2022 to Jan 10, 2023
- Pooled vehicle RAUM · $904M to $756MMay 10, 2022 to Jan 10, 2023
- RAUM · $904M to $756MMay 10, 2022 to Jan 10, 2023
- Private funds · 42 to 21Mar 18, 2022 to May 10, 2022
Signals
2 dated events
- Michael Cho (Head Of Finance & Compliance/Cco) appeared on Schedule A of 7•• M••••••••• L••May 10, 2022 · Control person joined · fact
- 7•• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 18, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- 7•• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sevensevensixreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 424-218-6278reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026