ABS CAPITAL PARTNERS, INC.
Adviser information for ABS CAPITAL PARTNERS, INC. last updated from Form ADV on March 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
201 INTERNATIONAL CIRCLESUITE 150
HUNT VALLEY
MD
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 410-246-5600, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| ABS PARTNERS IX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABS PARTNERS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABS PARTNERS VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ABS CAPITAL PARTNERS IX, LP | Venture Capital Fund | $82.1M | $0.6M | 28 |
| ABS CAPITAL PARTNERS VII OFFSHORE, LP | Venture Capital Fund | $83.7M | $5.0M | 16 |
| ABS CAPITAL PARTNERS VII, LP | Venture Capital Fund | $195.6M | $0.3M | 88 |
| ABS CAPITAL PARTNERS VIII-B, LP | Venture Capital Fund | $27.5M | $3.0M | 4 |
| ABS CAPITAL PARTNERS VIII, LP | Venture Capital Fund | $351.2M | $0.2M | 65 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHEATON, CALBRAITH, RODGERS | Individual | – | MANAGING DIRECTOR, GENERAL PARTNER | 02/2009 | 25-50% |
| Lehman, Robyn, Heather | Individual | – | MANAGING DIRECTOR, GENERAL PARTNER, CHIEF FINANCIAL OFFICER | 03/2019 | < 5% |
| Notes, Jennifer, Stacey | Individual | – | CONTROLLER | 05/2021 | 25-50% |
| Vaughan, Alexandra | Individual | – | DIRECTOR OF TAX AND FINANCIAL REPORTING | 10/2023 | 10-25% |