ABRY PARTNERS, LLC
Adviser information for ABRY PARTNERS, LLC last updated from Form ADV on March 29th, 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 | 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 | 10 | $386.4M |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $386.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $386.4M |
| 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 | 30 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74146 |
|---|---|
| SEC ERA File Number | 801-74146 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161153 |
| Legal Entity Identifier | None |
Principal Office
888 BOYLSTON STREET, SUITE 1600BOSTON
MA
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 617-859-2959, Fax: 617-859-8797
Websites
Chief Compliance Officer
KOSTANTINOS SOFRONAS
GENERAL COUNSEL
888 BOYLSTON STREET, SUITE 1600
BOSTON
MA
United States
Tel:
617-859-2959
Fax:
617-859-8797
K********@*******M
(Full email address available in API data)
Regulatory Contact
DEBRA JOHNSON
CHIEF FINANCIAL OFFICER
888 BOYLSTON STREET, SUITE 1600
BOSTON
MA
United States
Tel:
617-859-2959
Fax:
617-859-8797
D*******@*******M
(Full email address available in API data)
Industry Affiliates
| ABRY ASF INVESTORS II, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ABRY ASF INVESTORS, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ABRY INVESTMENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABRY SENIOR EQUITY CO-INVESTMENT GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABRY SENIOR EQUITY CO-INVESTMENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABRY SENIOR EQUITY INVESTORS II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ABRY SENIOR EQUITY INVESTORS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ABRY VI CAPITAL PARTNERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STAFFORD INSURANCE COMPANY, LTD. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ABRY ADVANCED SECURITIES FUND II, L.P. | Hedge Fund | $67.9M | $5.0M | 102 |
| ABRY ADVANCED SECURITIES FUND, L.P. | Hedge Fund | $23.1M | $5.0M | 57 |
| ABRY INVESTMENT PARTNERSHIP, L.P. | Private Equity Fund | $6.3M | $0.0M | 92 |
| ABRY PARTNERS VI, L.P. | Private Equity Fund | $163.9M | $10.0M | 131 |
| ABRY SENIOR EQUITY CO-INVESTMENT FUND III, L.P. | Private Equity Fund | $0.4M | $0.0M | 11 |
| ABRY SENIOR EQUITY CO-INVESTMENT FUND, L.P. | Private Equity Fund | $0.3M | $0.0M | 17 |
| ABRY SENIOR EQUITY II-A, L.P. | Private Equity Fund | $3.6M | $5.0M | 7 |
| ABRY SENIOR EQUITY II, L.P. | Private Equity Fund | $60.5M | $5.0M | 77 |
| ABRY SENIOR EQUITY III, L.P. | Private Equity Fund | $60.4M | $5.0M | 95 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STAFFORD INSURANCE COMPANY, LTD. | Foreign Entity | – | MEMBER | 02/2002 | > 75% |
| YUDKOFF, ROYCE, G. | Individual | – | PRESIDENT AND MANAGING MEMBER | 02/1995 | < 5% |
| JOHNSON, DEBRA, J. | Individual | – | CHIEF FINANCIAL OFFICER | 01/2001 | < 5% |
| STAFFORD FINANCIAL, LLC | Domestic Entity | STAFFORD INSURANCE COMPANY, LTD. | SOLE SHAREHOLDER | 02/2002 | > 75% |
| YUDKOFF, ROYCE, G. | Individual | STAFFORD FINANCIAL, LLC | MANAGING MEMBER | 02/2002 | > 75% |
| SOFRONAS, KOSTANTINOS | Individual | – | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | 04/2012 | < 5% |