ABBEY STREET

Overview

Abbey Street is an independent registered investment adviser formed in 2019 and owned by an individual. The firm works with both high-net-worth individuals and family clients as well as institutional relationships, offering financial planning, discretionary portfolio management, pension consulting support, periodic publications and educational seminars. Its fee model combines a percentage-of-assets structure with fixed-fee arrangements. Investment activity centers on pooled public vehicles: Abbey Street uses public funds and mutual funds as the primary building blocks for client portfolios, while supplementing core holdings with targeted alternative exposures and insurance solutions. The firm is not positioned as a capital allocator that seeds or manages proprietary private funds, and it does not identify as an active ESG investor. Abbey Street also maintains an industry affiliation with an insurance company, which aligns with its use of annuities within client programs.

Assets & Accounts

Investments & Alternatives

Location & Offices