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Seven Two Partners LLC

EST. AUM
$0

CONTACTS
5

CLIENT ACCOUNTS
0

Firm Details

Metro area Denver
CRD Number 297575
Website seventwopartners.com
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Overview

Founded in 2009 by Nick Rotello who was formerly at Monticello and Crestone. $1.5B in AUM across wealth families with Denver ties. Primarily alternatives exposure for their clients, largely private with one client having liquid alts. Nick is the CIO for the firm and Jamie Medina is an analyst and another contact on the research team.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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