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ABBOTT CAPITAL MANAGEMENT LLC

CRD 106332File 801-27914
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.56B
Top 10% of cohort (national)
Discretionary AUM
$14.73B
Non-discretionary $827.8M
Clients
61
64 accounts
Employees
60
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Sep 22, 1986
Principal office
640 FIFTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019
Phone
212-757-2700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$15.56B
Discretionary AUM
$14.73B
Non-discretionary AUM
$827.8M
Discretionary accounts
56
Non-discretionary accounts
8
Total accounts
64
AUM per client
$255.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles56$7.92B
Pension and profit sharing plansFewer than 5$189.8M
State or municipal government entities5$7.45B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.