7TWO

Legal name: SEVENTWO LLC

CRD 328900File 801-129353

APPROVED

Retail clients

Custody

Filing as of Jun 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$230.4M

Below cohort median (national)

Discretionary AUM

$230.4M

Clients

171 accounts

Employees

Below cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 17, 2024
Principal office: 100 FILLMORE STREET, 5TH FLOOR, DENVER, CO, 80206
Phone: (720) 477-7274
Website: https://7two.co

Assets & accounts

ADV Item 5F

Total regulatory AUM: $230.4M
Discretionary AUM: $230.4M
Non-discretionary AUM: $0
Discretionary accounts: 171
Non-discretionary accounts: 0
Total accounts: 171
AUM per client: $4.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$169.6M
Pooled investment vehicles	3	$59.5M
Individuals (other than high net worth individuals)	12	$1.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.