Firm profile

7two

DENVER, COCRD 328900Registration Status: ApprovedEffective since January 17, 2024SEC # 801-129353Latest ADV June 12, 2026

7Two is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated June 12, 2026, reports $230M in regulatory assets under management, 7 employees, 5 offices, and 171 accounts.

Assets Under Management
$230M
Employees
7
Offices
5 offices
Total Clients
57

Associated firm names

6 names listed
  • 7TWO
  • SEVENTWO, LLC
  • SEVENTWO LLC
  • SEVEN TWO, LLC

Leadership

2 roles identified
CCOVicki M. Denhoffer
COOVicki M. Denhoffer

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

DENVER, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

DENVERPrimary office

Massachusetts

DEDHAM

Nevada

INCLINE VILLAGE

3 office records listed · 5 total offices reported. 2 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$230Mas of June 12, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 73.7% of total clients.
Top client categories% of clientsClients
1
HNWI
73.7%
42
2
Individuals
21.1%
12
3
Pooled Investment Vehicles
5.3%
3

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$230M
Total Accounts171
10Y AUM Change+$230M

Private Funds

Private funds reported by 7two

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee8:1
10Y Employee Change+4 (+133.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
BLACK SAGE HOLDINGS, LLCDirect owner · Schedule AInterest in 7TWO
25% to < 50%
HARBOUR PARTNERS, LLCDirect owner · Schedule AInterest in 7TWO
25% to < 50%
MOYBRIDGE, LLCDirect owner · Schedule AInterest in 7TWO
25% to < 50%
SEVEN TWO PARTNERS LLCDirect owner · Schedule AInterest in 7TWO
25% to < 50%
ANDREW NELSON MACKENDirect owner · Schedule AInterest in 7TWO
< 5%
NICHOLAS JOSEPH ROTELLODirect owner · Schedule AInterest in 7TWO
< 5%
RYAN PETER RITCHIEDirect owner · Schedule AInterest in 7TWO
< 5%
MARC STEVENS BATHGATEDirect owner · Schedule AInterest in 7TWO
< 5%
ANDREW NELSON MACKENIndirect owner · Schedule BInterest in HARBOUR PARTNERS, LLC
75%+
RYAN PETER RITCHIEIndirect owner · Schedule BInterest in MOYBRIDGE, LLC
75%+
MARC STEVENS BATHGATEIndirect owner · Schedule BInterest in BLACK SAGE HOLDINGS, LLC
75%+
NICHOLAS JOSEPH ROTELLOIndirect owner · Schedule BInterest in SEVEN TWO PARTNERS LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to 7two.

Reported ownership and control details

Form ADV · Filing date 2026-06-12 · Schedules A and B

13 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ANDREW NELSON MACKENMANAGING PARTNERIndividual7TWOLess than 5%Code NAYesMANAGING PARTNER01/2024Schedule APDF page 34
2NICHOLAS JOSEPH ROTELLOMANAGING PARTNERIndividual7TWOLess than 5%Code NAYesMANAGING PARTNER01/2024Schedule APDF page 34
3RYAN PETER RITCHIEMANAGING PARTNERIndividual7TWOLess than 5%Code NAYesMANAGING PARTNER01/2024Schedule APDF page 34
4Vicki Michelle DenhofferCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERIndividual7TWOLess than 5%Code NAYesCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER06/2024Schedule APDF page 34
5MARC STEVENS BATHGATEMANAGING PARTNERIndividual7TWOLess than 5%Code NAYesMANAGING PARTNER03/2024Schedule APDF page 34
6BLACK SAGE HOLDINGS, LLCMEMBERDomestic entity7TWO25% to less than 50%Code CYesMEMBER03/2024Schedule APDF page 34
7HARBOUR PARTNERS, LLCMEMBERDomestic entity7TWO25% to less than 50%Code CYesMEMBER03/2024Schedule APDF page 34
8MOYBRIDGE, LLCMEMBERDomestic entity7TWO25% to less than 50%Code CYesMEMBER03/2024Schedule APDF page 34
9SEVEN TWO PARTNERS LLCMEMBERDomestic entity7TWO25% to less than 50%Code CYesMEMBER03/2024Schedule APDF page 34
10ANDREW NELSON MACKENMANAGERIndividualHARBOUR PARTNERS, LLC75% or moreCode EYesMANAGER01/2024Schedule BPDF page 35
11RYAN PETER RITCHIEMANAGERIndividualMOYBRIDGE, LLC75% or moreCode EYesMANAGER09/2022Schedule BPDF page 35
12MARC STEVENS BATHGATEMANAGERIndividualBLACK SAGE HOLDINGS, LLC75% or moreCode EYesMANAGER12/2020Schedule BPDF page 35
13NICHOLAS JOSEPH ROTELLOMANAGERIndividualSEVEN TWO PARTNERS LLC75% or moreCode EYesMANAGER05/2009Schedule BPDF page 35

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/12/2026 2:59:54 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.