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SEVEN BRIDGES ADVISORS LLC
CRD 158722File 801-72689
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.61B
Top 25% of cohort (national)
Discretionary AUM
$2.08B
Non-discretionary $2.53B
Clients
171
171 accounts
Employees
23
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 21, 2011
- Principal office
- 9 WEST 57TH STREET, 37TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-490-6320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.61B
- Discretionary AUM
- $2.08B
- Non-discretionary AUM
- $2.53B
- Discretionary accounts
- 33
- Non-discretionary accounts
- 138
- Total accounts
- 171
- AUM per client
- $27.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $173.8M |
| Other investment advisers | 14 | $887.2M |
| High net worth individuals | 128 | $2.50B |
| Pooled investment vehicles | 18 | $1.03B |
| Pension and profit sharing plans | 1 | $18.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 175 | 171 | decreased by4 |
| Apr 1, 2026 | AUM | $4,612,312,347 | $4,610,546,213 | decreased by$1,766,134 |
| Apr 1, 2026 | Accounts | 175 | 171 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 23 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 157 | 175 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,571,760,511 | $4,612,312,347 | decreased by$1,959,448,164 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 157 | 175 | increased by18 |
| Apr 1, 2022 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2022 | Clients | 151 | 157 | increased by6 |
| Apr 1, 2022 | AUM | $6,406,857,682 | $6,571,760,511 | increased by$164,902,829 |
| Apr 1, 2022 | Accounts | 151 | 157 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEVEN BRIDGES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEVEN BRIDGES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.