ABE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$98.2M
Discretionary
$98.2M
100% of AUM
Avg account
$687K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
154422
Website
abecm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.7%
  • Corporations / Businesses13.49%
  • Individuals5.5%
  • Charitable Organizations0.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

ABE Capital Management, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both high-net-worth individuals and families as well as institutional clients, charging advisory fees as a percentage of assets under management. Its stated advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 31%, Exchange Traded Equities 27%, Private Funds 3%39%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents31%
  • Exchange Traded Equities27%
  • Private Funds3%

Owners & executives

1 of 1
  • ERIC NELSON

    Chief Investment StrategistCRD 5815563

Wealth teams

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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

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
51 John F Kennedy Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth