Seven Bridges Advisors, LLC

Overview

Seven Bridges Advisors, LLC is an independent investment office for institutions, individuals and families. It offers discretionary and advisory portfolios composed of outside managers selected through its research process. Investment interests include fixed income, hedged equities, developed market equities, emerging markets, and private and real assets. The firm is registered with the SEC as an investment adviser and reported $4.6B in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals, pooled vehicles and pension plans.

Services

• Discretionary portfolios
• Advisory portfolios
• Investment manager research and selection

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selecting other advisers

Location

See more firms in New York and New York.

Sources and last checked

• Seven Bridges Advisors, LLC website, sevenbridgesadvisors.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 158722), filed 06/23/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.