VII Capital manages portfolios for individual clients and a private fund, investing in common stocks listed on major global exchanges. VII Capital offers several standardized portfolio designs of varying levels of risk. The firm does not invest in bonds, mutual funds, or exchange-traded funds. VII Capital customizes solutions to its clients’ needs by recommending specific portfolios based on the clients’ investment objectives, risk tolerance and other aspects of their financial condition.
Fee Structure
VII Capital charges a management fee based on a fixed annual rate multiplied by the average net liquidation value of your account. The annual rate is either 1.0% or 1.5%, depending on whether you choose to pay a performance fee in addition to the management fee. These rates are negotiable and may differ from client to client.