SourcingSourcing

SEVEN SIX CAPITAL MANAGEMENT, LLC

B56
CRD 299257·SEC 801-133906·NEW YORK, NY
AUM
$185.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$557K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEVEN SIX CAPITAL MANAGEMENT, LLC
CRD
299257
SEC file #
801-133906
EIN
000000000
DBA names
—

Economics

AUM
$185.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$182.8M → $185.6M▲ +2%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
sevensixcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KLIEGERMAN, KYLE, ABATE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KLIEGERMAN, KYLE, ABATE
WEISSMAN, MATTHEW, ISAAC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEVENSIXCAPITAL.COM
Rdap Domain Creation Date
2017-09-12T16:00:21Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001921143
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2022-04-04
Edgar Last Filing Date
2026-04-06
Edgar Form D Count
6
Edgar Form D Offerings
2026-04-062026-04-06 · 0001921143-26-000001
2025-04-042025-04-04 · 0001921143-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley5
E*trade4
Edgar Addresses
Mailing
C/O OGIER GLOBAL (CAYMAN) LIMITED89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9009
Business
C/O OGIER GLOBAL (CAYMAN) LIMITED89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9009
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-06 · 0001921143-26-000001
D/A2025-04-04 · 0001921143-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-12T16:00:21Z
Rdap Domain Last Changed
2025-11-10T05:22:52Z
Rdap Nameservers
Ns35.worldnic.comNs36.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4824624
Trust Company Affiliate
Yes

People (2)

2
KLIEGERMAN, KYLE, ABATE
Direct Owner · 87.5%
4824624
WEISSMAN, MATTHEW, ISAAC
Executive Officer · 2.5%
4689566