ABS CAPITAL PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HUNT VALLEY, Maryland
CRD number
156923
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

ABS Capital Partners, Inc. operates as a corporate adviser that functions primarily as a sponsor and general partner for pooled investment vehicles. Registered in 2012, the firm is set up to assemble and manage private funds rather than to provide traditional one-to-one advisory relationships with retail clients. Its regulatory profile indicates it is not an active ESG investor and it is not designated as a multi-state adviser. The firm’s stated activities—sponsor, general partner and managing member of pooled vehicles—point to a business model centered on raising capital from limited partners and deploying that capital into private-company investments through closed-end funds.

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

1 of 1
  • Robyn Lehman

    Partner, CFOCRD 7081707

Contacts

2 of 2
  • CALBRAITH WHEATON

    General PartnerCRD 2627446

  • Jennifer Notes

    Principal, controllerCRD 7508539

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
201 International Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth