Seven Bridges Advisors Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 158722
· SEC file 801-72689
· New York, NY
· WWW.SEVENBRIDGESADVISORS.COM
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ADV data as of Jun 23, 2026
- Regulatory AUM
- $4.6B
- Discretionary
- $2.1B
- Clients
- 171
- Avg AUM / client
- $27.0M
- Accounts
- 171
- Employees
- 23
AUM over time
$1.3B
$6.6B
Nov 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 128 | $2.5B | 54.3% |
| Pooled investment vehicles (non-investment companies) | 18 | $1.0B | 22.3% |
| Pension and profit sharing plans | 1 | $18.0M | 0.39% |
| Charitable organizations | 10 | $174M | 3.77% |
| Other investment advisers | 14 | $887M | 19.2% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Seven Bridges Multi Strategy Fund Lp master | Hedge Fund | Delaware | $323M | 113 |
| Seven Bridges Strategic Equity Fund Lp | Hedge Fund | Delaware | $131M | 67 |
| Seven Bridges Long/Short Equity Fund Lp master | Hedge Fund | Delaware | $108M | 118 |
| Seven Bridges Private Equity Opportunities Fund Ii Lp | Private Equity Fund | Delaware | $89.6M | 59 |
| Seven Bridges Private Equity Opportunities Fund Lp | Private Equity Fund | Delaware | $67.7M | 49 |
| Seven Bridges Energy Opportunities Fund Ii Lp | Private Equity Fund | Delaware | $48.5M | 47 |
| Seven Bridges Emerging Markets Fund Lp | Hedge Fund | Delaware | $43.4M | 59 |
| Seven Bridges Private Equity Opportunities Fund Iii Lp | Private Equity Fund | Delaware | $43.2M | 33 |
| Sbls Spv Llc | Other Private Fund | Delaware | $42.7M | 93 |
| Seven Bridges Energy Fund Lp | Private Equity Fund | Delaware | $39.4M | 43 |
| Seven Bridges Private Opportunity Fund Lp | Private Equity Fund | Delaware | $33.8M | 37 |
| Seven Bridges Energy Opportunities Fund Iii Lp | Private Equity Fund | Delaware | $31.8M | 23 |
| Sb Digital Assets Fund Lp | Venture Capital Fund | Delaware | $24.6M | 71 |
| Sb Dpc Fund Lp | Private Equity Fund | Delaware | $18.4M | 24 |
| Sb Venture Select Fund Lp | Venture Capital Fund | Delaware | $17.8M | 31 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cohen, Laurence, William | Chief Executive Officer | Jul 2011 (15y) | 50% – 75% | |
| Barcelona, Kevin | Chief Operating Officer | May 2012 (14y) | Less than 5% | |
| Lee, Matthew, Ram | President | Aug 2013 (13y) | 25% – 50% | |
| Jablonski, Joseph, C | Chief Compliance Officer; Chief Financial Officer | Jan 2022 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (16, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Seven Bridges Multi Strategy Fund Lp | Hedge Fund | $323M | $1.0M | 113 |
| Seven Bridges Strategic Equity Fund Lp | Hedge Fund | $131M | $1.0M | 67 |
| Seven Bridges Long/Short Equity Fund Lp | Hedge Fund | $108M | $1.0M | 118 |
| Seven Bridges Private Equity Opportunities Fund Ii Lp | Private Equity Fund | $89.6M | $1.0M | 59 |
| Seven Bridges Private Equity Opportunities Fund Lp | Private Equity Fund | $67.7M | $1.0M | 49 |
| Seven Bridges Energy Opportunities Fund Ii Lp | Private Equity Fund | $48.5M | $1.0M | 47 |
| Seven Bridges Emerging Markets Fund Lp | Hedge Fund | $43.4M | $1.0M | 59 |
| Seven Bridges Private Equity Opportunities Fund Iii Lp | Private Equity Fund | $43.2M | $1.0M | 33 |
| Sbls Spv Llc | Other Private Fund | $42.7M | $1.0M | 93 |
| Seven Bridges Energy Fund Lp | Private Equity Fund | $39.4M | $1.0M | 43 |
| Seven Bridges Private Opportunity Fund Lp | Private Equity Fund | $33.8M | $1.0M | 37 |
| Seven Bridges Energy Opportunities Fund Iii Lp | Private Equity Fund | $31.8M | $1.0M | 23 |
| Sb Digital Assets Fund Lp | Venture Capital Fund | $24.6M | $1.0M | 71 |
| Sb Dpc Fund Lp | Private Equity Fund | $18.4M | $1.0M | 24 |
| Sb Venture Select Fund Lp | Venture Capital Fund | $17.8M | $1.0M | 31 |
| Seven Bridges Partners Fund Lp | Hedge Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 4.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗