What Seven Capital Management does

Seven Capital Management is a French independent asset management firm founded in 1996 and headquartered in Paris, operating as a private SAS (Société par Actions Simplifiée) with €560,000 in capital and wholly owned by its managers. The firm is regulated by the Autorité des Marchés Financiers (AMF) under registration GP-06000045 since December 2006 and operates with a small team of 1-10 employees. It specializes in quantitative momentum-based systematic investment strategies and serves institutional investors, fund-of-funds and multi-management platforms, and family offices.

The firm's product suite spans UCITS funds, FIA (Fonds d'Investissement Alternatif) vehicles, and structured certificates issued in partnership with Natixis. The investment process is built on three families of momentum indicators — Macro, Price, and Risk — combined through the proprietary V4 allocation methodology introduced in March 2022. The firm reports a 28-year track record with a 7% annualized return since 1996, a maximum drawdown of -12%, and 62% outperformance versus the EuroStoxx 50 since 2007, with backtest simulations extending back to 1990.

Seven Capital Management generates revenue through a combination of management fees (typically 1-5% of AUM) and performance fees (15-20%). Operational infrastructure is provided through partnerships with Caceis and Banque du Luxembourg for custody, and a Luxembourg SICAV structure enables cross-border European distribution. The firm has maintained continuous independent ownership since 1996, with senior personnel drawn from prior roles at Rivoli, SG Warburg, and BNP.

Name

Seven Capital Management

Legal name

SEVEN CAPITAL MANAGEMENT

Website

https://seven-cm.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Seven Capital Management is an independent French asset manager founded in 1996, applying quantitative momentum-based systematic strategies through UCITS, FIA, and certificate vehicles to serve institutional investors, fund managers, multi-management platforms, and family offices.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282)

akta.pro primary industry

Quantitative/Systematic Equity (Active) (FSAAAIAL)

akta.pro secondary industries

Fundamental/Discretionary Equity Long/Short (FSAHAAAA), Global Equity (Active) (FSAAAIAD)

Keywords

• Systematic asset management
• Momentum investment strategies
• Quantitative portfolio management
• UCITS fund management
• Absolute return funds

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Management Fees: Management fees charged on assets under management. Seven Patrimoine Opportunistic Fund charges 1.00% management fees. Seven Cardinalis Fund charges up to 5% fixed management fees.
2. Performance Fees: Variable performance fees based on fund returns. Seven Patrimoine Opportunistic charges 15% IPCH + 3%. Seven Cardinalis charges up to 20% variable fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Seven Capital Management is a French asset management firm that provides systematic quantitative momentum investment strategies through multiple fund vehicles (UCITS, FIAR, and Managed Account/Certificate structures). The firm manages long-only equity, long-only risk parity, and long/short multi-asset class strategies targeting customizable volatility profiles (3%, 5%, 8%, 10%) for institutional investors, fund managers, multi-management platforms, and private wealth/family offices.

Product overview

Seven Capital Management offers a suite of investment funds across multiple vehicle types (UCITS, FIAR, and Certificates) united by a systematic quantitative momentum investment approach. The product range includes: Seven European Equity Fund (long-only European equity UCITS), Seven Force 5 (flexible diversified absolute return UCITS), Seven Long Cash Risk Parity 3% (risk parity UCITS), Seven Absolute Return Momentum Index and Seven Macro Systematic Index (Natixis-issued certificates for qualified investors), and Seven Patrimoine Opportunistic Fund and Seven Cardinalis Fund (Luxembourg FIAR structures). All strategies are rebalanced daily, invest only in liquid underlying assets (regulated futures markets, large-cap equities, sovereign bonds), and offer daily liquidity with full customization available through dedicated compartments or mandates.

Differentiator

Problem solved

Functional benefit

Brands

• Seven European Equity Fund: Long-only UCITS fund invested in Eurozone equities with significant market cap and trading volume.
• Seven Force 5
• Seven Absolute Return Momentum Index
• Seven Macro Systematic Index
• Seven Patrimoine Opportunistic Fund
• Seven Cardinalis Fund
• Seven Long Cash Risk Parity 3%

Products and services

• Seven European Equity Fund A long-only equity UCITS fund invested in Eurozone stocks with significant market capitalization and trading volume. The fund uses price momentum dynamics and risk-based criteria for security selection, with the EuroStoxx 50 Net Return as its benchmark index. Designed for institutional and qualified investors seeking systematic Eurozone equity exposure.
• Seven Force 5 A flexible diversified absolute return UCITS fund targeting 5% volatility with a 5% expected return objective. The investment process uses proprietary momentum analysis across macro-economic, price, and risk dimensions, covering government bonds and international equity markets. Daily rebalancing and daily liquidity.
• Seven Long Cash Risk Parity 3% A Long-Only UCITS fund using rigorous investment processes founded on momentum analysis of financial assets. Allocation follows Risk Parity methodologies ensuring optimal risk management, targeting 3% volatility with a +4% return objective. Suitable for conservative institutional and private wealth mandates.
• Seven Absolute Return Momentum Index A certificate issued by Natixis replicating a Long/Short multi-asset class strategy. The investment process is based on medium and long-term Price Momentum analysis targeting 10% volatility, investing in interest rate and global equity markets through futures contracts. Available only for qualified investors, with daily liquidity.
• Seven Macro Systematic Index
• Seven Patrimoine Opportunistic Fund A Luxembourg FIAR (Fonds d'Investissement Alternatif Réglementé) compartment with daily valuation, targeting competitive returns through opportunistic investment strategies. Charges 1.00% management fees and 15% performance fees (HICP + 3%), with a €100,000 minimum subscription. Caceis Bank Luxembourg serves as custodian.
• Seven Cardinalis Fund A Luxembourg FIAR compartment with weekly valuation, featuring fixed management fees of 5% maximum and 20% maximum variable performance fees. Minimum subscription of €100,000. Banque du Luxembourg serves as custodian bank. Designed for qualified investors.

Quantifiable outcome

• 28 years of track record with +7% annualized return and 8% volatility for Macro Systematic strategy
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and support.

• NatixiscoreOEM/ Whitelabel/ Licensing PartnerNatixis issues Active Managed Certificates (AMC) replicating Seven Capital's Long/Short multi-asset class strategies. The Seven Absolute Return Momentum Index certificate offers daily liquidity with 10% target volatility and is available exclusively for qualified investors.
• Caceis Bank LuxembourgsupportOthersCaceis Bank Luxembourg serves as the custodian and valuing agent for the Seven Patrimoine Opportunistic Fund (FIAR structure).
• Banque du LuxembourgsupportOthersBanque du Luxembourg serves as the custodian bank for the Seven Cardinalis Fund.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Capital Fund Management (CFM): Paris-headquartered systematic global macro and equity manager using proprietary quantitative models. Directly comparable to Seven on methodology (systematic/quantitative), geography (Paris), and target allocator base (institutional UCITS-distributed) — albeit at considerably larger scale.
• Aspect Capital: London-based systematic global macro manager trading equity, bond, currency, and commodity markets via proprietary trend-following models. Directly comparable as one of the longest-running European quantitative/systematic CTAs, serving institutional allocators via UCITS and managed futures structures.
• GSA Capital Partners: UK-based quantitative equity manager operating systematic factor and momentum strategies across European and US large caps. Directly comparable on systematic equity methodology and European institutional/multi-manager distribution.
• Fulcrum Asset Management: London-based systematic liquid alternatives manager offering multi-asset absolute-return strategies via UCITS and managed account structures. Comparable on volatility-targeted, multi-asset systematic UCITS offerings targeted at the same institutional and private wealth channels as Seven.
• Systematica Investments: Jersey-based systematic global macro and equity manager trading via proprietary systematic models across liquid futures and equity markets. Comparable on systematic momentum methodology, multi-asset mandate, and institutional UCITS product format.
• RPM Risk & Portfolio Management: Swedish-based systematic/Risk Parity manager offering risk-controlled multi-asset solutions including target-volatility UCITS funds. Closely comparable on Risk Parity allocation methodology, target-vol product construction, and European institutional distribution.

Broad incumbents

• Man Group / AHL: Man Group is a large, listed asset manager whose AHL division operates systematic global macro and managed futures strategies. Comparable on quantitative methodology and UCITS product format, but operates at vastly greater AUM scale and offers discretionary alternatives alongside systematic.
• Winton Group: London-based systematic global macro firm managing multi-strategy and trend-following strategies across liquid asset classes. Operates in the same systematic-alternatives institutional channel as Seven, though with significantly larger scale and additional asset coverage.
• Graham Capital Management: US-based discretionary macro and systematic global macro manager with long-running multi-strategy track records. Comparable on quantitative systematic methodology and institutional allocator base, though focused on US-anchored capital pools rather than European distribution.

Emerging players

• Quoniam Asset Management: Frankfurt-based quantitative asset manager using systematic factor and risk models across equities and multi-asset mandates. Comparable on European-based quantitative process and institutional UCITS distribution, with primary focus on factor-based equity rather than pure momentum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/SevenCapitalMan

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Seven Capital Management