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| Seven Bridges Advisors LLC
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| |
|---|---|
| CRD # | 158722 |
| SEC # | 801-72689 |
| CIK # | 0001632929 |
| AUM | $4.6 BB (2024-06-26) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 212-490-6320 |
| Address | 9 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | SB DPC Fund LP | [2024-03-25] | 0.0 | 18.4 |
| VC | SB Venture Select Fund LP | [2024-03-25] | 0.0 | 17.8 |
| PE | Seven Bridges Energy Opportunities Fund III LP | [2024-03-25] | 0.0 | 31.8 |
| PE | Seven Bridges Private Equity Opportunities Fund III LP | [2024-03-25] | 0.0 | 43.2 |
| Other | SBLS SPV LLC | 2023-03-28 | 42.7 | |
| VC | SB Digital Assets Fund LP | [2022-03-28] | 0.0 | 24.6 |
| PE | Seven Bridges Private Equity Opportunities Fund II LP | [2022-03-28] | 36.4 | 89.6 |
| PE | Seven Bridges Energy Opportunities Fund II LP | [2018-03-20] | 53.4 | 48.5 |
| PE | Seven Bridges Private Equity Opportunities Fund LP | [2018-03-20] | 43.6 | 67.7 |
| HF | Seven Bridges Equity Access Fund LP | [2015-03-20] | 110.1 | 91.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 135 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 1.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 0.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 4.6 |
| By Discretionary | ||
| Discretionary | 32 | 1.9 |
| Non-Discretionary | 141 | 2.7 |
| Total | 173 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 173 | 4.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Philip Cater | 95 | ||
| Gary Butler | 28 | ||
| Laurence Cohen | 28 | ||
| Kevin Barcelona | 16 | ||
| M Lee | 15 | ||
| Richard Gardiner | 8 | ||
| Jeffrey Gittleman | 5 | ||
| Todd Neufeld | 4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632929] |
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|---|---|---|
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NY | 5.4 |
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