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Building 2SEVEN BRIDGES ADVISORS LLC

Map pinNEW YORK, NY
Phone212-490-6320
NotebookSEC #801-72689
Total AUM
$4.6B
Employees
23
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 WEST 57TH STREET
37TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 TO 5:30
Monday - Friday
Phone
212-490-6320

ReceiptFinancials

Total AUM
$4.6B
Accounts
171
Discretionary
$2.1B
Accounts
33
Non-Discretionary
$2.5B
Accounts
138

ContactClients

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HNW Individual Clients
128
AUM
$2.5B
Pooled Vehicle Clients
18
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$18M
Charitable Organization Clients
10
AUM
$173.8M
Investment Advisor Clients
14
AUM
$887.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLNHNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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