ABE CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents31%
- Exchange Traded Equities27%
- Private Funds3%
Owners & executives
1 of 1ERIC NELSON
Chief Investment StrategistCRD 5815563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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