Vii Capital Management Llc
- Regulatory AUM
- $46.4M
- Discretionary
- $46.4M
- Clients
- 55
- Avg AUM / client
- $844K
- Accounts
- 79
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $4.5M | 9.78% |
| High net worth individuals | 31 | $23.2M | 50.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $14.9M | 32.1% |
| Corporations and other businesses | 6 | $3.8M | 8.14% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jan 2017 · $12.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Victori Us Fund feeder | Hedge Fund | Delaware | $12.0M | 20 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adriano Ferreira Almeida | Registered representative | CFA | Mar 2017 (9y) | |
| Sean M Gelston | Registered representative | CFA | Mar 2017 (9y) | |
| Robert Zsolt Kazinczy Vamos | Registered representative | May 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $12.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Victori Us Fund | Hedge Fund | $12.0M | $100K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/14/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $29.6M (64% of AUM) Jan 2026
- Charles Schwab & Co. $5.6M (12% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 14, 2026.
View current Form ADV (SEC/IAPD) ↗