RIA Intel›Advisers›New York›ABERNATHY GROUP II LLC

ABERNATHY GROUP II LLC

Advisory

N·NEW YORK, NY

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$80M

1-Year AUM Growth

0.0%

3-Year CAGR

+1.1%

Employees

1

Assets Under Management

Total AUM$80M

Discretionary AUM$78M

Non-Discretionary AUM$2M

Discretionary %96.9%

Total Clients34

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record56

First FilingMar 17, 2010

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 56 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ABERNATHY GROUP II LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.