Abernathy Group Ii LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $80M in regulatory assets under management, 4 employees, and 94 accounts.
Assets Under Management
$80M
Employees
4
Offices
--
Total Clients
34
Primary office
NEW YORK, NY
530 FIFTH AVENUE, 17 FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
19
2
Individuals
41.2%
14
3
Pooled Investment Vehicles
2.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$80Mas of March 4, 2026
Discretionary96.9%
$78M
97% of total RAUM96.9%
Non-discretionary3.1%
$2M
3% of total RAUM3.1%
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.
Total AUM$80M
Total Accounts94
10Y AUM Change+$33M (+71.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee9:1
10Y Employee Change+1 (+33.3%)
* 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.