Seven Bridges Advisors LLC
SEC RegisteredA SINGULAR FOCUS
About the firm
Founded in 2011 and presently overseeing approximately $5 billion in assets, Seven Bridges Advisors is an independent, full-service investment office. For individuals, families and institutions, the firm delivers in-depth diligence and strong investment returns that top endowments demand combined with tailored portfolios and attentive service that family offices expect.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fully discretionary and advisory portfolios composed of highly regarded managers chosen through rigorous research; customized asset allocation across asset classes globally; deep qualitative and quantitative investment research; and investment monitoring.
Who they serve
Individuals, families and institutional investors, including family offices and endowments.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 128 | $2.5B |
| Pension/Profit Sharing Plans | 18 | $1.0B |
| Charitable Organizations | 1 | $18M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 14 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Seven Bridges Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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