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SEVEN BRIDGES ADVISORS LLC
CRD 158722 · SEC 801-72689
9 WEST 57TH STREET, 37TH FLOOR, NEW YORK, NY, 10019, United States
Phone
212-490-6320
Fax
212-490-6349
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.61B
Discretionary AUM
$2.08B
Team
23 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 128 | $2.50B |
| Pooled investment vehicles | 18 | $1.03B |
| Pension/profit sharing plans | 1 | $18.0M |
| Charitable organizations | 10 | $173.8M |
| Other investment advisers | 14 | $887.2M |
States served
CA, CO, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD