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- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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