|
⚲
|
| Keyboard |
| Seven Bridges Advisors LLC
✚
|
|
|---|---|
| CRD # | 158722 |
| SEC # | 801-72689 |
| CIK # | 0001632929 |
| AUM | 4,610.5 M (2026-06-23) |
| 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 ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | SBEM SPV LLC | 2026-03-26 | 6.5 M | |
| PE | SB DPC Fund LP | [2024-03-25] | 32.6 M | 34.9 M |
| Filed 2024-12-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SB Venture Select Fund LP | [2024-03-25] | 31.7 M | |
| Filed 2023-12-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Seven Bridges Energy Opportunities Fund III LP | [2024-03-25] | 50.4 M | |
| Filed 2023-12-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Seven Bridges Private Equity Opportunities Fund III LP | [2024-03-25] | 90.3 M | |
| Filed 2023-12-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | SBLS SPV LLC | 2023-03-28 | 54.2 M | |
| VC | SB Digital Assets Fund LP | [2022-03-28] | 40.7 M | |
| Filed 2022-01-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Seven Bridges Private Equity Opportunities Fund II LP | [2022-03-28] | 36.4 M | 88.9 M |
| Filed 2021-05-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Seven Bridges Energy Opportunities Fund II LP | [2018-03-20] | 53.4 M | 24.6 M |
| Filed 2018-03-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Seven Bridges Private Equity Opportunities Fund LP | [2018-03-20] | 43.6 M | 57.7 M |
| Filed 2018-03-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 128 | 2.5 |
| (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 | 18 | 1.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 10 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 0.9 |
| (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 | 171 | 4.6 |
| By Discretionary | ||
| Discretionary | 33 | 2.1 |
| Non-Discretionary | 138 | 2.5 |
| Total | 171 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 171 | 4.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Philip Cater | Director | 96 | 25 | |
| Gary Butler | Director | 28 | 7 | |
| Laurence Cohen | Executive Officer | 28 | 4 | |
| Kevin Barcelona | Executive Officer | 16 | 1 | |
| M Lee | Executive Officer | 15 | 1 | |
| Richard Gardiner | Executive Officer | 8 | 1 | |
| Jeffrey Gittleman | Executive Officer | 5 | 1 | |
| Todd Neufeld | Executive Officer | 4 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632929] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
White Oak Global Advisors LLC
✚
|
CA | 5,105.9 M |
|
Granger Management LLC
✚
|
NY | 4,920.7 M |
|
G10 LLC
✚
|
MD | 4,906.3 M |
|
East Rock Capital LLC
✚
|
NY | 4,756.6 M |
|
360 One Asset Management Limited
✚
|
4,310.4 M | |
|
Reynders McVeigh Capital Management LLC
✚
|
MA | 4,227.8 M |
|
Southeast Asset Advisors LLC
✚
|
GA | 4,199.8 M |
|
Steelpeak Wealth LLC
✚
|
CA | 4,148.1 M |
|
Keel Point LLC
✚
|
AL | 4,073.9 M |
|
Permanens Capital LP
✚
|
SC | 4,017.5 M |