ABBINGTON INVESTMENT GROUP, LLC
Adviser information for ABBINGTON INVESTMENT GROUP, LLC last updated from Form ADV on March 13th, 2024. 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 89 | $108.6M |
| Non-Discretionary | 0 | $0 |
| Total | 89 | $108.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 48 | $108.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129540 |
|---|---|
| SEC ERA File Number | 801-129540 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 174407 |
| Legal Entity Identifier | None |
Principal Office
251 RIVERSIDE AVENUEWESTPORT
CT
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 202-320-7242, Fax: None
Websites
Chief Compliance Officer
GRACE TOH
CHIEF COMPLIANCE OFFICER
2101 L STREET, N.W., SUITE 300
WASHINGTON
DC
United States
Tel:
202-320-7242
G********@*****************M
(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 |
|---|---|---|---|---|---|
| TOH, GRACE, YUAN MEI | Individual | – | FOUNDING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 02/2014 | 25-50% |
| VAN DESSEL, PETER, GERARD | Individual | – | FOUNDING MEMBER AND CHIEF INVESTMENT OFFICER | 02/2014 | 25-50% |
| Connolly, Joseph, Brendan | Individual | – | MANAGING DIRECTOR | 01/2021 | 25-50% |