BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 143124
- Registered since
- February 8, 2007
- Website
- www.brydenabrams.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bryden-Abrams Investment Management LLC is a small, owner-operated RIA that provides discretionary portfolio management primarily for individuals, families and small businesses. Registered with the SEC in 2007 as an LLC and run under individual ownership, the firm charges a mix of percentage-of-AUM and fixed fees and focuses its client work on customized wealth management rather than institutional pension or consulting mandates. Investment emphasis tilts strongly toward publicly traded equities and exchange-traded strategies; the adviser reports it is not an active ESG investor and does not operate as a multi-state or related adviser. The firm runs a high-touch practice: with a compact client roster it manages fully discretionary portfolios geared toward liquid, tradable equity exposures, supplemented by conventional mutual funds and selective use of third-party alternative managers for hedge fund and real estate exposures. Bryden-Abrams describes its primary activity as portfolio management for individuals and small business owners, favoring equity-centric allocations delivered through separately managed accounts and exchange-traded vehicles.
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
- Exchange Traded Equities90%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1STEFAN ABRAMS
Managing Director, Chief Investment OfficerCRD 551
Contacts
1 of 1ROY ABRAMS
Managing MemberCRD 5475728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 485 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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