Abbott Capital Management LLC

RIASEC RegisteredEst. 1986

Total AUM

$15.6B

Discretionary

$14.7B

95% of AUM

Avg account

$243M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106332
Registered since: September 22, 1986
Website: www.abbottcapital.com
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 Vehicles50.89%
State / Municipal Government47.89%
Pension & Profit Sharing Plans1.22%
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 adviser (registered in 1986) organized as an LLC and classified as a private equity fund manager that serves an institutional client base. The firm acts in sponsor/GP and managing-member roles for pooled vehicles and is also identified as a CPO/CTA, indicating experience with commodity pools and trading-advisory activity. Its advisory services include portfolio management for pooled investment vehicles and for businesses or institutions, plus selection of other advisers — a setup consistent with both direct manager responsibilities and manager-of-managers relationships. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Abbott is not listed as an active ESG investor and is not a multi-state adviser.