|
⚲
|
| ABRI LLC
✚
|
|
|---|---|
| CRD # | 314832 |
| SEC # | 801-135476 |
| CIK # | |
| AUM | $114.4 M (2026-05-14) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 859-636-6140 |
| Address | 333 E Short St Lexington, KY 40507 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 33.1 |
| (b) Individuals (high net worth individuals) | 47 | 81.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 114.4 |
| By Discretionary | ||
| Discretionary | 991 | 114.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 991 | 114.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.4 | |
| Total | 991 | 114.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Green Ocean Global Advisors LLC
✚
|
CA | 0.1 |
|
Ajax Capital LLC
✚
|
0.1 | |
|
Alpine Hill Advisors LLC
✚
|
CT | 0.1 |
|
Palladiem LLC
✚
|
PA | 0.1 |
|
Regal Bay Investment Group LLC
✚
|
WI | 0.1 |
|
Engleson & Associates Inc
✚
|
NY | 0.1 |
|
SERA Capital Management Limited Liability Company
✚
|
MD | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Bridgeview Capital Advisors Inc
✚
|
CA | 0.1 |
|
Skloff Aaron
✚
|
0.1 |