ABR CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$487M
Discretionary
$468M
96% of AUM
Avg account
$40.6M
Accounts
12
Employees
26
Advisory reps
11

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
152121
Registered since
August 31, 2010
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

ABR Capital Partners, LLC is a privately held investment manager organized as an LLC and operating since at least 2010 as an SEC-registered adviser. The firm describes itself as a multifaceted fund manager with activities spanning real estate and hedge strategies; its client base is institutional and it employs a mix of fee arrangements, including asset-based fees, fixed fees and performance-based fees. ABR combines advisory roles—portfolio management for pooled investment vehicles and selection of other advisers—with sponsor and general partner responsibilities, and the firm also performs CPO/CTA functions and provides accounting and legal-related activities linked to its pooled vehicles. The ownership structure is reported as a mix of a domestic entity and an individual. ABR is not flagged as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DAVID WOLFE

    General Counsel & Chief Compliance OfficerCRD 5947282

  • THOMAS BURTON

    Senior Managing Director and Chief Investment OfficerCRD 2286972

  • DANIEL BLAKE

    Managing Director and Chief Financial OfficerCRD 7497598

Contacts

3 of 8
  • JACK GRISWOLD

    Board of DirectorsCRD 230477

  • MARC BUNTING

    Board of DirectorsCRD 6157333

  • EDWARD NORDBERG

    Senior Managing DirectorCRD 5710993

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
100 Light St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth