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 investment adviser that has operated since 2011. The firm functions as a capital allocator for both individual/family and institutional clients, charging a mix of asset-based and fixed fees. Its adviser role extends beyond standard portfolio management to include financial planning, selection of other managers, and oversight of pooled investment vehicles. Seven Bridges also serves in sponsor and general partner capacities and performs commodity pool operator/commodity trading advisor (CPO/CTA) activities. Seven Bridges does not present itself as an active ESG investor. Its ownership is recorded as a mix of domestic entities and individuals, and the firm is structured as a limited liability company.