$45.0M Total AUM
$39.9M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2005
- Office Locations
- 1
Office Locations
-- Cassel CA
About Abbott Capital Management Corp.
Abbott Capital Management is an independently owned private equity and venture capital investment firm founded in 1986, offering primaries, secondaries, and GP co-investments across strategies and geographies. With a 60+ person team and offices in New York and London, it provides tailored client solutions and incorporates ESG and responsible investing considerations.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$505.3K AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROBERT CLAIR ABBOTT III
President
- CRD
- #2974513
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,865,090 | -- |
| Non-Discretionary | $5,104,301 | -- |
| Total | $44,969,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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