Seven Bridges Advisors LLC
Legal Name: SEVEN BRIDGES ADVISORS LLC
9 WEST 57TH STREET, 29TH FLOOR, NEW YORK, NY
212-490-6320
https://www.sevenbridgesadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
Seven Bridges Advisors LLC
9 WEST 57TH STREET, 29TH FLOOR, NEW YORK, NY
212-490-6320
212-490-6349
Other Info
Based in Delaware, SEVEN BRIDGES ADVISORS LLC is an organization of 23 professionals, with 10 personnel in advisory positions. They cater to a satisfied clientele of 125 and have been approved by the SEC since September 21, 2011.
Seven Bridges Advisors - Family Office - Investment Office
Seven Bridges Advisors is an independent, full-service family office and investment office focused on delivering lasting value to individuals, families and institutions.
Direct Owners
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KEVIN BARCELONA
CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER owns less than 5%
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LAURENCE WILLIAM COHEN
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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MATTHEW RAM LEE
PRESIDENT owns more than 25% but less than 50%
Custodians
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BMO HARRIS BANK N.A.
United States -
CHARLES SCHWAB & CO., INC.
United States -
FIRST REPUBLIC BANK
United States -
SILICON VALLEY BANK
United States -
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
United States