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ABERNATHY GROUP II LLC
CRD 152401File 801-71255
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$80.2M
Bottom 25% of cohort (national)
Discretionary AUM
$77.7M
Non-discretionary $2.5M
Clients
34
94 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 13, 2010
- Principal office
- 530 FIFTH AVENUE, 17 FLOOR, NEW YORK, NY, 10036
- Phone
- 212-293-3499
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $80.2M
- Discretionary AUM
- $77.7M
- Non-discretionary AUM
- $2.5M
- Discretionary accounts
- 88
- Non-discretionary accounts
- 6
- Total accounts
- 94
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $72.7M |
| Pooled investment vehicles | 1 | $4.4M |
| Individuals (other than high net worth individuals) | 14 | $3.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — BUSINESS ADVISORY SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.