Bryden Abrams Investment Management LLC (New York)


Bryden Abrams Investment Management LLC is a mid-sized advisory firm based in New York. It manages $46.87 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.

Bryden Abrams Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryden Abrams Investment Management: assets under management

The assets under management (AUM) of Bryden Abrams Investment Management LLC is $46.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.62 million each.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryden Abrams Investment Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bryden Abrams Investment Management serves?

The only and largest group of clients of Bryden Abrams Investment Management is high net worth individuals with 29 clients and $46.87 million of assets under management. Among the 4 most similar advisory firms, Bryden Abrams Investment Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $46.87 million for 29 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bryden Abrams Investment Management doesn't advise any private funds.

Careers at Bryden Abrams Investment Management LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Stefan Dennis Abrams Chief compliance officer / chief executive officer 1 Dec 2006 75% - 100% 551
John Bryden Abrams Member 1 Dec 2006 Other 4366552
Roy Quincy Abrams Managing member 1 Nov 2007 Other 5475728

Based in New York

The principal office where Bryden Abrams Investment Management LLC performs its advisory services is located at 485 Madison Avenue, New York, NY 10022 The mailing address of the firm is 834 Fifth Avenue, New York, NY 10065. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-850-1127 or by fax 212-850-1164. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at brydenabrams.com.