The transaction brings the New York-based firm’s principals into Corient’s partnership structure upon closing.
Corient, a Miami-based integrated wealth management firm, has acquired Seven Bridges Advisors LLC (Seven Bridges), a New York-headquartered registered investment adviser (RIA) with US$4.9 billion in assets under management. Following completion of the acquisition, Seven Bridges principals will become Corient Partners Seven Bridges, founded by Larry Cohen, functions as a multi-family office and wealth manager serving entrepreneurs and founders, financial services executives as well as ultra-h