ABARIS INVESTMENT MANAGEMENT

Overview

Abaris Investment Management is organized as a limited liability company under individual ownership and positions itself as a boutique adviser focused on portfolio management for businesses and institutions. The firm operates with a narrow regulatory footprint—it's not a multi-state adviser and is not identified as a capital allocator—which suggests it manages client assets directly rather than running a separate allocation platform. Abaris is not flagged as an active ESG investor and is classified in public records as unclassified, indicating a relatively compact or specialized operating model rather than a broad, retail-facing wealth platform. Fee arrangements include both percentage-of-assets and fixed-fee structures, allowing flexibility in how it prices services for different institutional or business clients. The combination of the ownership structure and stated advisory activity points to a small, client-focused practice that emphasizes customized portfolio management for organizational clients rather than large-scale retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices