SEVENBRIDGE FINANCIAL GROUP, LLC

Overview

Sevenbridge Financial Group, LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm combines a concentration in exchange-traded equities and ETFs with access to third-party managers for alternative exposure. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting and the selection of other advisers. Fee arrangements are a mix of percentage of assets under management and fixed fees. Investment behavior shows a clear equity preference: the firm’s largest allocations are to exchange-traded equities and ETF strategies, and its top reported holding is a defined-risk ETF. Sevenbridge supplements its equity exposure with external alternative managers—specifically hedge funds and digital currency strategies—and uses mutual funds where suitable. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices