WE ARE ONE SEVEN, LLC

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WE ARE ONE Seven is based out of Beachwood. WE ARE ONE Seven is a hedge fund with 812 clients and discretionary assets under management (AUM) of $695,303,047 (Form ADV from 2020-04-13). Their last reported 13F filing for Q1 2020 included $294,428,000 in managed 13F securities and a top 10 holdings concentration of 17.58%. WE ARE ONE Seven's largest holding is Microsoft Corp. with shares held of 58,783. Whalewisdom has at least 9 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $294.428 Million
  • Prior Market Value $382.713 Million
  • New Purchases36 stocks
  • Additional Purchases139 stocks
  • Sold out of82 stocks
  • Reduced holdings in210 stocks
  • Top 10 Holdings % 17.58 %
  • Turnover % [1]:29.87%
  • Turnover Alt % [2]: 19.96 %
  • Time Held Top20:4.10 quarters
  • Time Held Top10:4.10 quarters
  • Time Held All:4.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -9.56%
Performance Last 4 Quarters: -1.02%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ONE SEVEN
Classified as Hedge Fund
24400 CHAGRIN BLVD. SUITE 200
BEACHWOOD OH    44122
Country: United States

Business Phone: (216) 865-1700
Fax: (216) 865-1777
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 29
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 113,374,000
Total Number of Clients: 812
Amount of client funds and securities by related persons: 9,630,320
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WE ARE ONE SEVEN, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVERGLADES DIGITAL ASSET FUND LP United States 805-2300905143 Hedge Fund 1,454,537 50,000
EVERGLADES GLOBAL OPPORTUNITIES FUND L.P United States 805-6252748291 Hedge Fund 8,175,778 250,000

WE ARE ONE SEVEN, LLC

ownership team - last updated 2019-12-12
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVERGLADES GLOBAL OPPORTUNITIES FUND L.P United States 805-6252748291 Hedge Fund 7,302,519 250,000
EVERGLADES DIGITAL ASSET FUND LP United States 805-2300905143 Hedge Fund 1,460,330 50,000

WE ARE ONE SEVEN, LLC

ownership team - last updated 2019-07-17
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

WE ARE ONE SEVEN, LLC

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
MAWBY, MICHAEL, PATRICK MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

WE ARE ONE SEVEN, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
MAWBY, MICHAEL, PATRICK MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

WE ARE ONE SEVEN, LLC

ownership team - last updated 2018-10-30
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
MAWBY, MICHAEL, PATRICK MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

WE ARE ONE SEVEN, LLC

ownership team - last updated 2018-05-25
Name Title Start Date Direct/Indirect % Ownership
GROSS, RONALD, SCOTT MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & TREASURER indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & TREASURER indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND TREASURER direct 2004-01-01
MGO INVESTMENT ADVISORS INC. PRESIDENT direct 2017-06-01
MGO INVESTMENT ADVISORS INC. PRESIDENT indirect 2017-06-01
WE ARE ONE SEVEN, LLC MANAGING MEMBER, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2016-06-01
MG ADVISORS MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-06-01
ORCHOSKY, PAUL, JOSEPH MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT & SECRETARY indirect 2002-01-01
CAPITAL PLANNING CORPORATION VICE PRESIDENT & SECRETARY indirect 2002-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND SECRETARY direct 2004-01-01
MGO INVESTMENT ADVISORS INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-03-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
MG ADVISORS MEMBER direct 2016-06-01
GROSS, RICHARD, JULIUS MEMBER, CO-FOUNDER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MG ADVISORS MEMBER direct 2016-06-01
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER direct 2016-06-01
RESNICK, TODD, MATTHEW MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2016-07-01
GERTMAN, STUART, A MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
MAWBY, MICHAEL, PATRICK MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01
GREENWALD, BRUCE, BENJAMIN MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR 07/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WE ARE ONE SEVEN, LLC MEMBER, CO-FOUNDER AND FINANCIAL ADVISOR direct 2016-07-01

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