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| Happy Holidays!! thanks for using AUM13F!! |
| Abernathy Group II LLC
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| CRD # | 152401 |
| SEC # | 801-71255 |
| CIK # | |
| AUM | $67.1 M (2025-07-10) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 212-293-3499 |
| Address | 530 Fifth Avenue New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Abernathy Group Growth Fund | [2012-03-15] | 23.3 | 3.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.2 |
| (b) Individuals (high net worth individuals) | 32 | 60.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 67.1 |
| By Discretionary | ||
| Discretionary | 38 | 65.4 |
| Non-Discretionary | 6 | 1.7 |
| Total | 44 | 67.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.1 | |
| Total | 44 | 67.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steven Abernathy | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KUHN Capital Partners LLC
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|
IL | 0.1 |
|
Barnett Capital Advisors LLC
✚
|
FL | 0.1 |
|
Alpha Wealth Funds LLC
✚
|
UT | 0.1 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.1 |
|
Saber Capital Management LLC
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|
NC | 0.1 |
|
Clockwise Capital LLC
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|
FL | 0.1 |
|
Israel Investment Advisors LLC
✚
|
CO | 0.0 |
|
Telsey Consumer Fund Management LP
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|
NY | 0.0 |
|
Frank Capital Partners LLC
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|
0.0 | |
|
Lend Academy Investments LLC
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|
0.0 |