Abbey Capital Limited

RIASEC RegisteredEst. 2010
Total AUM
$6.8B
Discretionary
$6.8B
100% of AUM
Avg account
$487M
Accounts
14
Employees
77
Advisory reps
8

Firm details

Headquarters
Dublin,
CRD number
153498
Registered since
April 12, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles50.49%
  • Investment Companies49.51%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Abbey Capital Limited is an institutional registered investment adviser organized as a corporation and registered with the SEC in 2010. The firm serves an institutional client base and is owned in part by a foreign entity and an individual. Its activities indicate it operates as a CPO/CTA and provides portfolio management for investment companies and pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Abbey Capital Limited is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm lists an affiliation with a trust company.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Louise Harris

    Louise Harris

    Chief Compliance OfficerCRD 5775813

  • Michael Swift

    Michael Swift

    Chief Executive OfficerCRD 5775802

  • Peter Carney

    Peter Carney

    Chief Operating OfficerCRD 5775806

Unlock 2 more executives

Contacts

3 of 3
  • Conor Brosnan

    Conor Brosnan

    Non-Executive DirectorCRD 7625119

  • Martina Maher

    Non-Executive DirectorCRD 7988819

  • David Mccarthy

    David Mccarthy

    Non-Executive DirectorCRD 2444155

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dublin, null

Location

Dublin, null

Headquartered in Dublin, null.

Address
8 St Stephens Grn
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth