Seven Bridges Advisors LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 158722 · regulatory data as of Jun 23, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Seven Bridges Advisors LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$4.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
171Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$4.6BTotal Firm AUM
$2.1BDiscretionary AUM
$2.5BNon-discretionary AUM
171Total accounts
33Discretionary accounts
138Non-discretionary accounts
Client Mix by Firm AUM
$4.6BFirm AUM
High-Net-Worth54.3%
Other Pooled Vehicles22.3%
Other investment advisers19.2%
Charities3.8%
Retirement Plans0.4%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth54.3%
128 clients$2.5B firm assets
Other Pooled Vehicles22.3%
18 clients$1.0B firm assets
Other investment advisers19.2%
14 clients$887M firm assets
Charities3.8%
10 clients$174M firm assets
Retirement Plans0.4%
1 clients$18M firm assets
Reported total171 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $2.5B | 128 | 54.3% |
| Other Pooled Vehicles | $1.0B | 18 | 22.3% |
| Other investment advisers | $887M | 14 | 19.2% |
| Charities | $174M | 10 | 3.8% |
| Retirement Plans | $18M | 1 | 0.4% |
| Reported total | $4.6B | 171 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…