ABRY PARTNERS III, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$278M
Accounts
4
Employees
100
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
323712
Registered since
November 30, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Abry Partners III, LLC is an LLC-structured manager that operates as a fund sponsor and active manager of pooled vehicles, with an institutional client focus. The firm is organized primarily around hedge fund and securitized-asset strategies and functions as sponsor, general partner and managing member of its pooled investments. Its advisory activity centers on portfolio management for pooled investment vehicles rather than direct advisory to retail accounts. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a typical incentive structure for active, outcome-oriented strategies. Abry Partners III, LLC is also identified as an active ESG investor, indicating ESG considerations are incorporated into at least some investment or stewardship processes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • DEBRA JOHNSON

    Chief Financial OfficerCRD 6028830

  • CHARLES BRUCATO

    CEOCRD 2662929

  • KOSTANTINOS SOFRONAS

    COO & General CounselCRD 6054557

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth