BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC
Adviser information for BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC last updated from Form ADV on January 31st, 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 | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 25 | $50.6M |
| Non-Discretionary | 0 | $0 |
| Total | 25 | $50.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 20 | $41.6M |
| 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 | $9.1M |
| 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 | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-67550 |
|---|---|
| SEC ERA File Number | 801-67550 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 143124 |
| Legal Entity Identifier | None |
Principal Office
485 MADISON AVENUESUITE 713
NEW YORK
NY
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 212-850-1127, Fax: 212-850-1164
Websites
Chief Compliance Officer
STEFAN D. ABRAMS
485 MADISON AVENUE
SUITE 713
NEW YORK
NY
United States
Tel:
212-850-1127
Fax:
212-850-1164
S*****@***************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 |
|---|---|---|---|---|---|
| ABRAMS, STEFAN, DENNIS | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | 12/2006 | > 75% |
| ABRAMS, ROY, QUINCY | Individual | – | MANAGING MEMBER | 11/2007 | 10-25% |