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7RIDGE LIMITED

LONDON, United Kingdom · CRD 315057 · IAPD ↗ · 7ridge.com · +44 20 8148 1378

$1.23BRegulatory AUM
13Advisory reps
17Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

46
June 2026 — 7RIDGE LIMITED grew from 7 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
March 2025 — 7RIDGE LIMITED added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2025 — 7RIDGE LIMITED crossed $1B in regulatory AUM ($920.1M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
23
April 2024 — 7RIDGE LIMITED shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — 7RIDGE LIMITED reported RAUM up 36% ($678.0M -> $920.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.