ABBIT MANAGEMENT CORP
THE ABBIT MANAGEMENT CORP Legal Name
Adviser information for ABBIT MANAGEMENT CORP last updated from Form ADV on August 8th, 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 | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 456 | $213.9M |
| Non-Discretionary | 0 | $0 |
| Total | 456 | $213.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 316 | $36.5M |
| HNW Individuals | 7 | $10.7M |
| 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 | 6 | $166.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | TPA FOR GUARANTEED TRAVEL ASSURANCE PLANS |
Identifiers
| SEC RIA File Number | 801-15995 |
|---|---|
| SEC ERA File Number | 801-15995 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110507 |
| Legal Entity Identifier | None |
Principal Office
16986 ROBBINS RDSUITE 100
GRAND HAVEN
MI
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 616-842-0280, Fax: 616-842-5266
Websites
Chief Compliance Officer
JOSEPH E. RISSELADE
PRESIDENT
16986 ROBBINS RD
SUITE 100
GRAND HAVEN
MI
United States
Tel:
616-842-0280
Fax:
616-842-5266
J**@********Z
(Full email address available in API data)
Regulatory Contact
TORI PETTERSON
RELATIONSHIP MANAGER
16986 ROBBINS ROAD
SUITE 100
GRAND HAVEN
MI
United States
Tel:
616-842-0280
T***@********Z
(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 |
|---|---|---|---|---|---|
| RISSELADE, JOSEPH, EDWARD | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2010 | > 75% |
| Anderson, Julie, Ann | Individual | – | SECRETARY/TREASURER | 09/2012 | < 5% |
| SLATER, JAMES, EDWARD | Individual | – | VICE PRESIDENT | 11/2018 | < 5% |