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Abbington Investment Group, LLC

Abbington Investment Group, LLC. CRD 174407

Abbington Investment Group, LLC logo

CRD: 174407

Abbington Investment Group, LLC

$202.1M Total AUM
$201.0M Disc. AUM
-- 3Y CAGR
3 Employees
50 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
05-01-2015
Office Locations
2

Office Locations

-- Cape Elizabeth ME
-- Westport CT

About Abbington Investment Group, LLC

Abbington Investment Group is an SEC-registered RIA providing customized investment management for high-net-worth and institutional clients (corporations, endowments, foundations and retirement plans). The firm builds globally diversified, multi-asset portfolios across equities, fixed income, currencies, commodities and alternatives, emphasizing uncorrelated return streams, momentum signals and cash defensively in market stress, supported by technology-enabled portfolio construction and reporting. Custody is through Fidelity/NFS.

Team overview

69 AVG AGE
$67.4M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
5.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

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Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

P

PETER GERARD VAN DESSEL

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#6274241
Ownership
50% but less than 75%
Available
Available
Available
J

Joseph Brendan Connolly

Managing Director

CRD
#7128467
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-22-2015
10-10-2024
12-11-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $200,983,055 $2,258,237
Non-Discretionary $1,116,878 $558,439
Total $202,099,933 $2,220,878

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
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Available
Cash:
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Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
Total Available Available

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