ABARR LLC

Adviser information for ABARR LLC last updated from Form ADV on March 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningEducational seminars/workshops
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-126840
SEC ERA File Number 801-126840
SEC CIK Numbers None
SEC CRD Numbers 322703
Legal Entity Identifier None

Principal Office

30 ANDOVER COUNTRY CLUB LANE
ANDOVER
MA
United States
Monday - Friday, 9-5
Tel: 781-315-2498, Fax: None

Chief Compliance Officer

ALEXANDRA BARR
30 ANDOVER COUNTRY CLUB LANE
ANDOVER
MA
United States
Tel: 781-315-2498
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Barr, Alexandra, Shengyu Marion Individual MANAGING MEMBER 06/2022 > 75%
Barr, Alexandra, Shengyu Marion Individual CHIEF COMPLIANCE OFFICER 06/2022 > 75%

No. Employees, Historic

10502022202320241 on 10/6/20221 on 10/12/20221 on 10/12/20221 on 10/21/20221 on 3/29/2023