Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TDAM manages Seven Hills Capital Partners, LP, charging a monthly management fee of 0.166% of the limited partner's capital account (2.0% annually). There is also a quarterly performance fee of 20% of net profits, subject to loss carryforward provisions and a high-water mark. The minimum capital contribution is $200,000, but this may be waived or reduced at the Portfolio Manager's discretion. Seven Hills also pays brokerage account fees and commissions. TDAM, acting as a broker-dealer, carries the account of the Fund and receives commissions for executing trades.
Areas of Practice
Advisor Information
Office location
9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a Managing Partner of Seven Hills Capital Management, LLC, which manages Seven Hills Capital Partners LP, a private fund. Thompson Davis Asset Management serves as the investment manager for the fund, and William acts as the investment advisor during normal business hours.