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ABR CAPITAL PARTNERS, LLC

CRD 152121File 801-71583
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$487.2M
Above cohort median (national)
Discretionary AUM
$468.0M
Non-discretionary $19.2M
Clients
12
12 accounts
Employees
26
Above cohort median in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Aug 31, 2010
Principal office
100 LIGHT STREET, SUITE 2400, BALTIMORE, MD, 21202-1099
Phone
410-727-4083

Assets & accounts

ADV Item 5F
Total regulatory AUM
$487.2M
Discretionary AUM
$468.0M
Non-discretionary AUM
$19.2M
Discretionary accounts
11
Non-discretionary accounts
1
Total accounts
12
AUM per client
$40.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles12$487.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — REIMBURSEMENT FOR COSTS AND EXPENSES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • 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

DateFieldFromToChange
Jun 1, 2026AUM$490,967,517$487,166,231decreased by$3,801,286
Apr 1, 2026Employees2726decreased by1
Apr 1, 2026AUM$397,891,976$490,967,517increased by$93,075,541
Dec 1, 2025
vs May 1, 2025
AUM$421,799,664$397,891,976decreased by$23,907,688
May 1, 2025
vs Oct 1, 2022
Employees3227decreased by5
May 1, 2025
vs Oct 1, 2022
AUM$307,062,080$421,799,664increased by$114,737,584
Jul 1, 2022Employees2832increased by4
Jul 1, 2022Clients1312decreased by1
Jul 1, 2022AUM$318,305,799$307,062,080decreased by$11,243,719
Jul 1, 2022Accounts1312decreased by1
Jul 1, 2021Clients1113increased by2
Jul 1, 2021AUM$337,443,578$318,305,799decreased by$19,137,779
Jul 1, 2021Accounts1113increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ABR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.