Data / Investment advisers / New York / Abernathy Group II LLC
Abernathy Group II LLC, New York, NY: $80.2 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abernathy Group II LLC is an SEC registered investment adviser with its main office in New York, New York and reports $80.2 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 152401
- SEC file number
- 801-71255
- SEC status
- Approved, effective April 13, 2010
- Main office
- 530 Fifth Avenue 17 Floor, New York, NY 10036
- Phone
- (212) 293-3499
- Website
- abernathygroupfamilyoffice.com
- Regulatory AUM
- $80,196,208 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $77,736,260
- Non discretionary AUM
- $2,459,948
- Accounts
- 94
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees, other fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $4,352,432
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 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 |
|---|---|---|
| High net worth individuals | 19 | $72.7 million |
| Pooled investment vehicles | 1 | $4.4 million |
| Individuals (other than high net worth individuals) | 14 | $3.1 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 |
|---|---|---|
| February 2, 2026 | $80.2 million | January 16, 2026 |
| December 1, 2025 | $67.1 million | July 10, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northstar Capital Funds, LLC | New York | $83.3 million | 1 | adviserinfo.sec.gov |
| Lumiere Financial | New York | $82.7 million | 1 | adviserinfo.sec.gov |
| Ivesta Corp | New York | $82 million | Not listed | adviserinfo.sec.gov |
| Dasta Investments LLC | New York | $81.8 million | Not listed | adviserinfo.sec.gov |
| Betteredge Capital LLC | New York | $81.4 million | Not listed | adviserinfo.sec.gov |
| Seaport Global Asset Management LLC | New York | $80 million | 10 | adviserinfo.sec.gov |
| 2xideas | New York | $79.7 million | Not listed | adviserinfo.sec.gov |
| Minerva Wealth Advisory | New York | $79.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Abernathy Group II 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.