Data / Investment advisers / New York / Abbott Capital Management LLC
Abbott Capital Management LLC, New York, NY: $15.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abbott Capital Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $15.6 billion in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include pooled investment vehicles, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 41 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 106332
- SEC file number
- 801-27914
- SEC status
- Approved, effective September 22, 1986
- Main office
- 640 Fifth Avenue 7th Floor, New York, NY 10019
- Phone
- (212) 757-2700
- Regulatory AUM
- $15,556,946,727 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $14,729,177,849
- Non discretionary AUM
- $827,768,878
- Accounts
- 64
- Employees
- 60, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 41: 41 private equity funds
- Gross assets of private funds
- $6,728,453,993
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 56 | $7.92 billion |
| State or municipal government entities | 5 | $7.45 billion |
| Pension and profit sharing plans | Fewer than 5 | $189.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $15.56 billion | July 16, 2026 |
| April 1, 2026 | $15.33 billion | March 26, 2026 |
| December 1, 2025 | $14.99 billion | July 29, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Morgan Stanley Infrastructure Inc. | New York | $15.97 billion | 20 | adviserinfo.sec.gov |
| Msref Real Estate Advisor, Inc. | New York | $15.77 billion | 18 | adviserinfo.sec.gov |
| Oep Capital Advisors, L.P. | New York | $15.73 billion | 34 | adviserinfo.sec.gov |
| Soroban Capital Partners LP | New York | $15.67 billion | 10 | adviserinfo.sec.gov |
| Blackstone Strategic Capital Advisors, L.L.C. | New York | $15.57 billion | 18 | adviserinfo.sec.gov |
| Evercore Wealth Management, LLC | New York | $15.52 billion | 1 | adviserinfo.sec.gov |
| Aea QP Advisers LLC | New York | $15.46 billion | 31 | adviserinfo.sec.gov |
| Tishman Speyer Properties, L.P. | New York | $15.43 billion | 78 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Abbott Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.