Individual
EntitySBA HOLDCO LLCStatusMEMBERReported since03/2025Ownership25% but less than 50%Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Laurence William Cohen | Chief Executive Officer | 07/2011 | Individual | Yes | Less than 5% |
| Kevin Barcelona | Chief Compliance Officer; Chief Operating Officer | 05/2012 | Individual | Yes | Less than 5% |
| Matthew Ram Lee | President | 08/2013 | Individual | Yes | Less than 5% |
| Sba Holdco Llc | Member | 03/2025 | Domestic entity | Yes | 75% or more |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVLW
Laurence William Cohen
Chief Executive Officer
KB
Kevin Barcelona
Chief Compliance Officer; Chief Operating Officer
MR
Matthew Ram Lee
President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives4
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateSep 21, 2011
CRD number158722