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 registered investment adviser organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator for a mix of individual, family and institutional clients and charges either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning and discretionary and non-discretionary portfolio management across individuals, pooled vehicles and institutions, as well as manager selection. Seven Bridges also operates in sponsor/GP and commodity pool manager/CTA roles, indicating it both allocates to outside managers and sponsors or manages pooled investment vehicles. The firm does not position itself as an active ESG investor.