SEVEN CANYONS ADVISORS, LLC other names

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Adviser Profile

As of Date:

04/02/2024

Adviser Type:

- Large advisory firm

Number of Employees:

8 14.29%

of those in investment advisory functions:

6

Registration:

Utah, Terminated, 10/12/2018

Other registrations (1)
AUM:

179,359,590 0.93%

of that, discretionary:

179,359,590 0.93%

Private Fund GAV:

50,878,090 30.01%

Avg Account Size:

44,839,898 0.93%

SMA’s:

NO

Private Funds:

1

Contact Info

801 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
318M 272M 227M 182M 136M 91M 45M
2018 2019 2020 2021 2022 2023

Recent News

home24 SE
04/01/2021

home24 SE engages in the operation of a home and living furniture e-commerce platform. Its product range includes furniture... Stocks: Real-time U.S. stock quotes reflect trades reported through ...

Barrons

Fidus Investment Corp.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Seven Canyons World Innovators Fund Institutional Class (WIGTX)
03/29/2021

S&P 500, Dow jump to record highs after Fed maintains outlook for near-zero rates, quells inflation concerns

Yahoo Finance

Seven Canyons World Innovators Fund Institutional Class
03/29/2021

© 2021 Insider Inc. and finanzen.net GmbH (Imprint). All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service and ...

markets.businessinsider.com

AB Dynamics plc (ABDP.L)
03/27/2021

State Street Inst Inv Tr-State St All Cap Glb Equity ex-US Index Port 2,636 31-Dec-2020 0.01% 55,619

Yahoo Finance

OTC Markets Group Inc. Cl A
03/26/2021

1 Day OTCM 4.03% DJIA 1.39% Russell 2K 1.76% Financial Services 1.91% Neal L. Wolkoff, 63 Non-Executive Chairman OTC Markets Group, Inc., Golda Och Academy, World Gold Trust Services LLC, WGC (US ...

Wall Street Journal


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $50,878,090

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Private Funds



Employees




Brochure Summary

Overview

Seven Canyons Advisors, LLC (the “Investment Manager”, “Seven Canyons” or “IM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. The IM is a Delaware limited liability company formed on September 18, 2017 and maintains its principal place of business in the state of Utah at 22 East 100 South, 3rd Floor, Salt Lake City, UT 84111. The IM is owned and managed by Spencer Stewart and Eric Moessing who are both founders. General Description of Advisory Services The IM utilizes a “bottom-up” process of fundamental analysis to identify and select investment opportunities on behalf of client accounts. Seven Canyons provides investment management services to the following client types: investment companies, private funds, and separately managed accounts (“SMA”). World Innovators Strategy The World Innovators Strategy, at this time, is employed for the Seven Canyons World Innovators Fund, a mutual fund that the IM serves as an investment adviser to. The Seven Canyons World Innovators Fund is offered by prospectus only. The prospectus includes investment objectives, risks, fees, expenses, and other information prospective investors should read and consider carefully before investing. The prospectus is publicly available on the Seven Canyon website (www.sevencanyonsadvisors.com), and on the EDGAR database on the SEC’s website (www.sec.gov). Strategic Global Strategy The Strategic Global Strategy, at this time, is employed for the Seven Canyons Strategic Global Fund, a mutual fund (together with the Seven Canyons World Innovators Fund “Mutual Funds”) that the IM serves as an investment adviser to and is offered by prospectus only. The prospectus includes investment objectives, risks, fees, expenses, and other information prospective investors should read and consider carefully before investing. The prospectus is publicly available on the Seven Canyon website (www.sevencanyonsadvisors.com
href="http://www.sevencanyonsadvisors.com/">), and on the EDGAR database on the SEC’s website (www.sec.gov). Global Emerging Companies Strategy The Global Emerging Companies Strategy, at this time, is employed for SMA and for the Ark Global Emerging Companies, L.P. (the “EC Fund”) that Seven Canyons serves as the investment manager and general partner to. The Global Emerging Companies Strategy is identical to the investment objectives set forth in the EC Fund’s confidential offering memorandum and such investments are not tailored to the induvial needs of any particular limited partner or SMA. Client-Tailored Strategies Seven Canyons also employs client-tailored strategies. These strategies are negotiated on a case-by-case basis. These portfolios are similar to the IM’s primary strategies but are managed with a particular emphasis on fewer holdings and/or on a specific geographic area, industry, or sector. Client objectives and fees are determined on a case-by-case basis. When we provide investment advice to you regarding your retirement plan account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours.
• Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. As of December 31, 2022, the IM had $177,711,020 in assets under management .