Seven Bridges Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $4.6B in regulatory assets under management, 23 employees, and 171 accounts.
Assets Under Management
$4.6B
Employees
23
Offices
--
Total Clients
171
Primary office
NEW YORK, NY
9 WEST 57TH STREET, 37TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.9% of total clients.
Top client categories% of clientsClients
1
HNWI
74.9%
128
2
Pooled Investment Vehicles
10.5%
18
3
Other Advisers
8.2%
14
4
Charitable
5.8%
10
5
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 26, 2026
Discretionary45.0%
$2.1B
45% of total RAUM45.0%
Non-discretionary55.0%
$2.5B
55% of total RAUM55.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts171
10Y AUM Change+$356M (+8.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee7:1
10Y Employee Change+1 (+4.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.