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Abernathy Group LLC/Ny/ (New York)


Abernathy Group LLC/Ny/ is a large advisory firm based in New York. It manages $65 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Abernathy Group LLC/Ny/ provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abernathy Group LLC/Ny/: assets under management

The assets under management (AUM) of Abernathy Group LLC/Ny/ is $65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abernathy Group LLC/Ny/ for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Steven Holt Abernathy Principal 1 Jan 1996 50% - 75% 1276378
Bruce Baxter Johnson Principal 1 Jan 1996 25% - 50% 2718274

Based in New York

The principal office where Abernathy Group LLC/Ny/ performs its advisory services is located at Wall Street Tower, New York, NY 10005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-293-3499 or by fax 212-785-0495. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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