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Seven Bridges Advisors LLC

Wealth Management, Asset Management

Seven Bridges Advisors provides an independent, full-service investment office for institutions, individuals, and families. The firm emphasizes customized client service and investment portfolios, combining cutting-edge technology, deep analysis, and strong investment networks to uncover attractive risk/return opportunities.

Overview and Management

Establishment Year

2011

Mission

Our philosophy centers on preserving and growing assets across generations through thoughtful diversification, rigorous manager selection, and alignment with clients' objectives.

Values

Integrity, teamwork, investment independence, responsible stewardship, collaborative thinking, confidentiality, long-term perspective, full alignment.

Investment Roles

Direct Investor, General Partner (GP)

Participant Demographics

Serving individuals, families, and institutions, including endowments and foundations.

Generational Wealth Planning

Focus on multi-generational wealth planning and navigating family dynamics with tailored solutions and transparency.

Risk Tolerance

Emphasis on downside protection with upside participation.

References or Case Studies

Team Experience

Team members have extensive market experience from prestigious institutions, including endowments and banks.

Notable Achievements

Managing $6.8 Billion in AUM.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

Email

contact@sevenbridgesadvisors.com

Phone Number

212-490-6320

Address

New York United States

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Frequently Asked Questions

What services does Seven Bridges Advisors LLC offer?

Seven Bridges Advisors LLC specializes in asset preservation and growth through a tailored investment strategy. Our services include thoughtful diversification, rigorous manager selection, and alignment with clients' financial objectives. We aim to create long-term value for our clients' portfolios.

How does Seven Bridges Advisors LLC ensure client alignment?

At Seven Bridges Advisors LLC, we prioritize alignment with our clients' objectives by thoroughly understanding their financial goals and risk tolerance. This allows us to create personalized strategies that reflect their unique needs and aspirations, fostering a collaborative relationship.

What is the investment philosophy of Seven Bridges Advisors LLC?

The investment philosophy at Seven Bridges Advisors LLC revolves around preserving and growing assets across generations. We focus on thoughtful diversification and rigorous manager selection to build robust portfolios that align with our clients' long-term goals.