# Seven Bridges Advisors LLC

> Seven Bridges Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 158722
- Filed as: SEVEN BRIDGES ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158722
- AdvisorCensus page: https://advisorcensus.com/firm/seven-bridges-advisors-llc-new-york-ny-158722

## Quick answers

**How is Seven Bridges Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Seven Bridges Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Seven Bridges Advisors LLC located?**
Seven Bridges Advisors LLC's principal office is in New York, NY, according to its Form ADV.

**Is Seven Bridges Advisors LLC registered with the SEC or a state?**
Seven Bridges Advisors LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158722.

**How much does Seven Bridges Advisors LLC manage?**
Seven Bridges Advisors LLC reports $4,610,546,213 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (45% discretionary).

**How have Seven Bridges Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Seven Bridges Advisors LLC: Regulatory assets under management: $6,406,857,682 in the October 2021 data and $4,610,546,213 in the October 2026 data, down 28%. Total employees: 25 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seven Bridges Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (128); pooled investment vehicles (other than investment companies and business development companies) (18); other investment advisers (14).

**Does Seven Bridges Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158722

**What changed in Seven Bridges Advisors LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,610,546,213
- Discretionary: $2,076,870,010
- Non-discretionary: $2,533,676,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 128 | $2,502,047,413 |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $1,029,506,242 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $17,969,222 |
| Charitable organizations | 10 | $173,812,450 |
| Other investment advisers | 14 | $887,210,886 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 23 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sevenbridgesadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,406,857,682 | 25 | March 23, 2021 |
| October 2022 | $6,571,760,511 | 27 | September 7, 2022 |
| October 2023 | $4,769,794,457 | 25 | March 28, 2023 |
| October 2024 | $4,615,639,992 | 23 | June 26, 2024 |
| October 2025 | $4,612,312,347 | 23 | July 10, 2025 |
| October 2026 | $4,610,546,213 | 23 | June 23, 2026 |

Regulatory assets under management: $6,406,857,682 in the October 2021 data and $4,610,546,213 in the October 2026 data, down 28%.
Total employees: 25 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in CA, CO, CT, FL, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seven Bridges Advisors LLC (CRD 158722): Form ADV filing data as of October 2026.