BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2007
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$3M
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
143124
Registered since
February 8, 2007
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bryden-Abrams Investment Management LLC is a small, owner-operated RIA that provides discretionary portfolio management primarily for individuals, families and small businesses. Registered with the SEC in 2007 as an LLC and run under individual ownership, the firm charges a mix of percentage-of-AUM and fixed fees and focuses its client work on customized wealth management rather than institutional pension or consulting mandates. Investment emphasis tilts strongly toward publicly traded equities and exchange-traded strategies; the adviser reports it is not an active ESG investor and does not operate as a multi-state or related adviser. The firm runs a high-touch practice: with a compact client roster it manages fully discretionary portfolios geared toward liquid, tradable equity exposures, supplemented by conventional mutual funds and selective use of third-party alternative managers for hedge fund and real estate exposures. Bryden-Abrams describes its primary activity as portfolio management for individuals and small business owners, favoring equity-centric allocations delivered through separately managed accounts and exchange-traded vehicles.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 90%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • STEFAN ABRAMS

    Managing Director, Chief Investment OfficerCRD 551

Contacts

1 of 1
  • ROY ABRAMS

    Managing MemberCRD 5475728

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
485 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth