ABRY PARTNERS II, LLC

RIASEC RegisteredEst. 2012
Total AUM
$14.9B
Discretionary
$14.9B
100% of AUM
Avg account
$497M
Accounts
30
Employees
1
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161154
Registered since
March 28, 2012
Website
abry.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Abry Partners II, LLC is a manager that centers its activity on pooled private investment vehicles, with a clear tilt toward private equity while maintaining a material hedge fund presence. The firm serves institutional clients and acts as sponsor, general partner and managing member of pooled funds, providing portfolio management for those vehicles rather than traditional separate-account wealth management. Its compensation profile combines percentage-of-assets fees with performance-based carry, and it reports active engagement with ESG considerations across its investment process. Investment emphasis is on control- and growth-oriented private equity strategies, paired with opportunistic exposures through hedge strategies. While Abry builds and operates its own funds, it also uses external managers for certain alternative allocations (see Investments & Alternatives). The firm is organized as an LLC and has been SEC-registered since 2012.

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 3
  • CHARLES BRUCATO

    CEOCRD 2662929

  • KOSTANTINOS SOFRONAS

    COO & General CounselCRD 6054557

  • DEBRA JOHNSON

    Chief Financial OfficerCRD 6028830

Contacts

2 of 2
  • PEGGY KOENIG

    ChairCRD 1175113

  • JAY GROSSMAN

    ChairmanCRD 1779461

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth