EDEN PRAIRIE, MNCRD 305107Latest ADV March 18, 2026
Abbey Street is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eden Prairie, MN. Its latest Form ADV filing, dated March 18, 2026, reports $375M in regulatory assets under management, 13 employees, and 139 accounts.
Assets Under Management
$375M
Employees
13
Offices
--
Total Clients
139
Primary office
EDEN PRAIRIE, MN
11095 VIKING DRIVE, SUITE 410, EDEN PRAIRIE, MN, United States
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
89
2
Individuals
35.3%
49
3
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$375Mas of March 18, 2026
Discretionary100.0%
$375M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$375M
Total Accounts139
10Y AUM Change+$375M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee11:1
10Y Employee Change+6 (+85.7%)
* 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.