ABERNATHY GROUP II LLC

RIASEC RegisteredEst. 2010

Total AUM

$80.2M

Discretionary

$77.7M

97% of AUM

Avg account

$853K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 152401
Registered since: April 13, 2010
Website: abernathygroupfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees, Other
Client types: HNWI90.69%
Pooled Investment Vehicles5.43%
Individuals3.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Abernathy Group II LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2010. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator that can act as a general partner or managing member of pooled vehicles. Its advisory services span comprehensive financial planning, portfolio management for individuals/small businesses and pooled investment vehicles, pension consulting, and client education through publications and seminars. The firm uses a mix of fee arrangements — percentage of assets under management, hourly fees, and performance-based fees — which suggests flexibility in client engagement and compensation. Abernathy also operates as an allocator to third-party managers and sponsors or manages its own pooled investment vehicles when appropriate.