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- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
About Seven Bridges Advisors LLC
Seven Bridges Advisors is an independent investment office serving individuals, families and institutional investors. The team builds fully discretionary and advisory portfolios, emphasizing thoughtful asset allocation, deep qualitative/quantitative research, and rigorous selection of top global active managers. Mandates can incorporate sustainability, culture and diversity considerations, with transparent, conflict-free manager sourcing and alignment through investing alongside clients.
Reported data analysis
What the numbers show
Reported AUM was effectively flat between July 10, 2025 and June 23, 2026, moving from $4.6B to $4.6B (less than 0.1%).
Across 5 reported observations, AUM decreased 29.8% between September 7, 2022 and June 23, 2026, from $6.6B to $4.6B.
Of the latest reported AUM, 45.0% is discretionary and 55.0% is non-discretionary.
The firm reports 10 advisory representatives and 172 clients, or 17.2 clients per representative. That equates to $26.8M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Seven Bridges Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN BARCELONA
Advisor, Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
LAURENCE WILLIAM COHEN
Chief Executive Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,076,870,010 | $62,935,455 |
| Non-Discretionary | $2,533,676,203 | $18,359,972 |
| Total | $4,610,546,213 | $26,962,259 |
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Separately Managed Accounts
SMA allocation detail is available
Seven Bridges Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Seven Bridges Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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