Seven Canyons Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Seven Canyons Advisors is a registered investment advisor based in Salt Lake City, Utah, founded by Spencer Stewart and Eric Moessing. Seven Canyons provides investment management services through private investment funds and separately managed accounts. The investment approach utilizes fundamental bottom-up research, proprietary screening models, and quantitative security scoring to build concentrated portfolios focused primarily on global emerging companies and global opportunities in small- and mid-cap equities. Seven Canyons serves high-net-worth individuals, pension and profit sharing plans, and private funds.

Assets Under Management$90M
Clients4
Advisors4
Avg. per Client$23M
Avg. per Advisor$23M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Applies to private funds (Ark Global Emerging Companies Fund and Golby Global) at 1.5% per annum. Funds also charge performance fees of up to 5% and 15% respectively. Separately managed account fees are negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm