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Abbey Street

Abbey Street. CRD 305107

A

CRD: 305107

Abbey Street

Eden Prairie, MN, 55344
9522247272
abbeystreet.com
$375.4M Total AUM
$375.4M Disc. AUM
20.0% 3Y CAGR
13 Employees
139 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Ember harbor
Established Date
10-04-2019
Office Locations
1

Office Locations

11095 Viking Drive Suite 410 Eden Prairie MN

About Abbey Street

Abbey Street is an independent RIA providing private wealth management for individuals and families and retirement plan consulting for businesses that share its core values. The firm emphasizes fiduciary, process-driven advice designed to create clarity and align portfolios to client goals. Its retirement plan team brings decades of plan-specific experience and a tailored service approach, with custody support including Charles Schwab and Fidelity.

Team overview

54 AVG AGE
$53.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.9 yrs AVG TENURE
13 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Pioneer Optima

Custodian

Zenith eagle Timber

Investment Themes

Bridge peak Fusion Value peak Catalyst

Investment Vehicles

Unison

Platform

Pathway value

Services

North Beacon Vital harbor Meridian vertex Timber ridge Harbor bridge North matrix Vital north Vector peak

Technology

Eagle beacon

Owner & Executives

D

DANIEL PATRICK MULHERAN JR

Advisor, Chief Compliance Officer, President

CRD
#3088999
Ownership
75% or more
(586) 759-9620
vector.timber@frontiercapital.com
in linkedin.com/in/legacy-zenith

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Contacts

BEN A CLYMER

BEN A CLYMER

Partner

CRD
#6292321
(639) 386-4028
north.foundation@harborcapital.com
in linkedin.com/in/frontier-fusion
R

ROBERT ALVIN CRON JR

Senior Advisor

CRD
#2408283
(827) 591-8498
insight.quantum@deltacapital.com
in linkedin.com/in/summit-ember
O

Optima ridge

Fusion harbor

CRD
#25441
(580) 750-9476
element.bridge@momentumcapital.com
in linkedin.com/in/unison-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-23-2022
10-16-2023
05-31-2024
03-19-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $375,395,430 $2,700,687
Non-Discretionary $0 --
Total $375,395,430 $2,700,687

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Separately Managed Accounts

Total SMA Asset: $375,395,430

$375.4M Total SMA
Public Funds:
10.4%
Other:
36.0%
Equity - Exchange:
9.3%
Cash:
24.4%
Municipal Bonds:
19.9%
Asset class Assets Assets %
Public Funds $310,217,068 10.4%
Other $1,073,828,313 36.0%
Equity - Exchange $277,405,648 9.3%
Cash $727,816,968 24.4%
Municipal Bonds $593,588,428 19.9%
Total $2,982,856,425 100.0%

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