Abridge Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 23, 2026, reports $124M in regulatory assets under management, 5 employees, 1 office, and 319 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
116
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 23, 2026
Discretionary93.2%
$116M
93% of total RAUM93.2%
Non-discretionary6.8%
$8M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$124M
Total Accounts319
10Y AUM Change$-31M (-19.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.