PPrivate Fund Data Log in Join · $37/mo

Sevenbridge Financial Group, LLC

● SEC registered since 2015CRD 281037SEC# 801-106522Harrisburg, PA
Export (members)
Reg. AUM
$633.4M
Employees
5
Accounts
1,166
Location
Harrisburg, PA

Sevenbridge Financial Group, LLC assets under management

Sevenbridge Financial Group, LLC is an investment advisory firm registered with the SEC based in Harrisburg, PA. The firm has been registered since 2015. It reports $633.4 million in regulatory assets under management and employs 5 people.
www.facebook.com/7bridgefinancialView on SEC.gov ↗

Sevenbridge Financial Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
Charles Ronald Eberly ControlManaging Partner, Chief Investment OfficerUnder 5%2015
Justin Ferraccio ControlManaging Partner, Chief Financial OfficerUnder 5%2025
Porscha Williams Savage ControlChief Compliance OfficerUnder 5%2024
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sevenbridge Financial Group, LLC manage?

Sevenbridge Financial Group, LLC reports $633.4 million in regulatory assets under management on its Form ADV.

How many employees does Sevenbridge Financial Group, LLC have?

Sevenbridge Financial Group, LLC reports 5 employees.

Where is Sevenbridge Financial Group, LLC located?

Sevenbridge Financial Group, LLC is based in Harrisburg, PA and has been SEC-registered since 2015.

Does Sevenbridge Financial Group, LLC disclose fund performance?

Sevenbridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3401 North Front Street, Suite 301, Harrisburg, PA 17110
Phone(717) 775-8661
Fax(717) 775-8658
Office hours8:30a.m. - 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1673954
Discloses disciplinary historyNo

Assets under management

Discretionary$633.4M
Non-discretionary$0
Total (RAUM)$633.4M