SEVEN BRIDGES ADVISORS LLC

CRD 158722File 801-72689

APPROVED

Retail clients

Custody

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.61B

Top 25% of cohort (national)

Discretionary AUM

$2.08B

Non-discretionary $2.53B

Clients

171

171 accounts

Employees

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
Website: HTTPS://WWW.SEVENBRIDGESADVISORS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.