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 operates as an institutional-focused investment manager and commodity trading/management entity. The firm acts in roles consistent with a CPO/CTA and provides portfolio management for both investment companies and pooled investment vehicles. Its ownership structure includes foreign and individual components, and it maintains an affiliation with a trust company, which suggests an emphasis on custody, fiduciary workflows or trust-related client relationships. Investment activity centers on strategies typical for commodity trading advisers and managers of pooled vehicles: allocating to systematic and discretionary futures exposures alongside more traditional mutual fund allocations. The firm charges fees as a percentage of assets under management and can collect performance-based fees, a fee mix commonly used by managers pursuing absolute-return or relative-value mandates for institutional clients. Abbey Capital Limited does not present itself as an active ESG investor and appears to operate from a single office, focusing on a concentrated institutional client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dublin, null

Location

Dublin, null

Headquartered in Dublin, null.

Address
8 St Stephens Grn
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth