ABBOTT CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1986
Total AUM
$15.3B
Discretionary
$14.6B
95% of AUM
Avg account
$243M
Accounts
63
Employees
60
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
106332
Registered since
September 22, 1986
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles50.85%
  • State / Municipal Government47.87%
  • Pension & Profit Sharing Plans1.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Abbott Capital Management LLC is an SEC-registered investment manager organized as an LLC and active since 1986. The firm operates primarily in the private funds space and serves institutional clients. Its advisory work centers on managing pooled investment vehicles, running portfolios for institutions and businesses, and selecting third‑party advisers. Abbott also functions as a sponsor/GP/managing member of pooled vehicles and is registered to operate as a CPO/CTA. Fee arrangements include asset‑based fees, fixed fees and performance‑linked compensation. The firm does not identify as an active ESG investor and is not structured as a capital allocator that only places external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • PAOLO PARZIALE

    Managing Director, Chief Financial OfficerCRD 5770429

Contacts

3 of 9
  • LEONARD PANGBURN

    Managing Director & PresidentCRD 6622612

  • JONATHAN TUBIANA

    Managing DirectorCRD 7854460

  • RAYMOND HELD

    Founder & Senior AdvisorCRD 4337952

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
640 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth