Seven Canyons Advisors, Llc
- Regulatory AUM
- $90.0M
- Discretionary
- $88.3M
- Clients
- 4
- Avg AUM / client
- $22.5M
- Accounts
- 5
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $7.2M | 8.03% |
| Pooled investment vehicles (non-investment companies) | 2 | $65.8M | 73.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $17.0M | 18.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $50.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ark Global Emerging Companies, Lp | Other Private Fund | Delaware | $50.9M | 21 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Mc Coy Moessing | Manager | Sep 2017 (9y) | 50% – 75% | |
| Spencer Paul Stewart | Manager | Sep 2017 (9y) | 50% – 75% | |
| Mason, Dennis, Richard | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Andrey Andreyevich Kutuzov | Registered representative | CFA | Dec 2021 (5y) | |
| Wesley Lawrence Golby | Registered representative | CFA | Feb 2025 (1y) |
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, $50.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ark Global Emerging Companies, Lp | Other Private Fund | $50.9M | $1.0M | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.36 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
- • Fixed fees
- • 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
- BNY Mellon $17.0M (19% of AUM) May 2026
- Fidelity Brokerage Services $5.5M (6% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗