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INVESTOR INTAKE

Begin a conversation with the portfolio team.

For accredited investors, RIAs, and family offices. A short intake, a delivered brief, and a single scheduled call — no recruitment sequence, no drip campaign.

REQUEST THE INVESTOR BRIEF

Intake form.

Submit the four fields below. The investor relations desk replies within two business days with the Investor Brief and a proposed discovery call window.

By submitting you confirm accredited investor status under Rule 501 of Regulation D. The Investor Brief is confidential and intended solely for the named recipient.

WHAT HAPPENS NEXT

The intake sequence.

A four-beat process from submission to first call. No marketing automation between steps; every transition is handled by a named member of the IR desk.

  1. 01

    Initial review

    The IR desk confirms accreditation and screens the inquiry against our stated fit — concentrated, long-horizon capital with a minimum commitment of $250,000. Replies within two business days.

  2. 02

    Investor Brief delivery

    Qualified inquirers receive the Investor Brief: audited track record, capital structure, position-disclosure policy, fee schedule, and full subscription documents. Delivered as a single encrypted PDF.

  3. 03

    Fit call

    A 30-minute call with a member of the IR desk and one of the principals. We discuss philosophy, the seven-position discipline, and whether the mandate matches your allocation.

  4. 04

    Discovery call scheduling

    If both sides agree, a 60-minute discovery call with Helena Markovic and Daniel Yusupov is scheduled — typically within ten business days. Subscriptions close quarterly on the last business day of March, June, September, and December.

A NOTE FROM THE IR DESK

Who this fund is structured for.

Strictly7 Capital Partners, LP is a concentrated, long-horizon vehicle built for capital that does not need to move. Our limited partners are accredited individuals, single- and multi-family offices, and RIAs who have decided — often after one diversified-fund cycle too many — that seven positions held for an average of 6.8 years will serve them better than the several hundred positions they already own elsewhere.

The minimum commitment is $250,000. Subscriptions are accepted quarterly, and the partnership is closed to new capital once we reach our hard cap of $480M in assets — a number we disclose publicly rather than treat as a marketing threshold. As of November 2025 we manage $462M across all share classes.

The documentation required to begin is straightforward: a countersigned subscription agreement, a completed accredited investor questionnaire under Rule 501 of Regulation D, and a wire for the called portion of your commitment. We do not require tax transcripts, balance-sheet audits, or references from other managers.

Confidentiality is taken seriously. Current portfolio holdings are disclosed in real time to every limited partner through the quarterly position-level NAV report, delivered on the fifth business day of each quarter and never later. Holdings are not discussed on the discovery call and are not included in the Investor Brief. The fund's audited financials, prepared annually by Ernst & Young since the 2017 vintage, are shared upon subscription.

Common questions, answered briefly.

What is the minimum commitment?
$250,000 for individual LPs; $1,000,000 for institutional LPs. The minimum is firm across share classes and is not negotiable.
What documentation proves accredited status?
Either the income test (>$200K individual / >$300K joint for two consecutive years) or the net-worth test (>$1M excluding primary residence), verified by a CPA, attorney, or registered broker-dealer.
How confidential are the portfolio holdings?
Holdings are visible to LPs in real time through the quarterly NAV report and never disclosed externally. The Investor Brief describes the strategy, the discipline, and the track record; it does not name the seven positions.
When does the fund accept new capital?
Quarterly, on the last business day of March, June, September, and December. Subscriptions received fewer than ten business days before close are processed the following quarter.
What is the average holding period?
6.8 years average across the portfolio since 2014; 5.4 years median. We do not churn positions and we do not time the market.
Is leverage used?
No fund-level leverage has been used since the partnership's founding in 2014. The capital structure is disclosed in every quarterly letter.

FINAL WORD

If the discipline is what you're looking for, the brief is the next step.

— Helena Markovic & Daniel Yusupov, Managing Partners

Request the Investor Brief