Seven Bridges Advisors LLC

RIASEC RegisteredEst. 2011

Total AUM

$4.6B

Discretionary

$2.1B

45% of AUM

Avg account

$27M

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 158722
Registered since: September 21, 2011
Website: sevenbridgesadvisors.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.27%
Pooled Investment Vehicles22.33%
Other Investment Advisers19.24%
Charitable Organizations3.77%
Pension & Profit Sharing Plans0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Seven Bridges Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2011. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning and portfolio management across individuals, pooled vehicles, businesses, and institutions. Its advisory model includes selection and oversight of third-party managers, and it also conducts activities consistent with a commodity pool operator/commodity trading adviser (CPO/CTA). Fee arrangements are a mix of percentage-of-assets and fixed-fee engagements. Seven Bridges does not present itself as an active ESG investor and is not flagged as a multi-state adviser.