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Abernathy Group II LLC

● SEC registered since 2010CRD 152401SEC# 801-71255New York, NY
Export (members)
Ranks #5,796 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$80.2M
Fund GAV
$4.4M
Private funds
1
Employees
4
Accounts
94
Location
New York, NY

Abernathy Group II LLC assets under management

Abernathy Group II LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2010. It reports $80.2 million in regulatory assets under management and employs 4 people. Abernathy Group II LLC manages 1 private fund with combined gross assets of $4.4 million, including Abernathy Group Growth Fund. By regulatory assets, it ranks 5,796 of 6,030 private fund managers.

Abernathy Group II LLC private funds

1 funds · $4.4M GAV
FundTypeGross assetsMin.
Abernathy Group Growth FundHedge$4.4M$1M

Abernathy Group II LLC owners & executives

2 reported
NameTitleOwnershipSince
Edward Francis Coyle ControlChief Compliance OfficerUnder 5%2009
Steven Holt Abernathy ControlManaging MemberOver 75%2009

Frequently asked questions

How much does Abernathy Group II LLC manage?

Abernathy Group II LLC reports $80.2 million in regulatory assets under management on its Form ADV.

How many private funds does Abernathy Group II LLC manage?

Abernathy Group II LLC manages 1 private funds with combined gross assets of $4.4 million.

How many employees does Abernathy Group II LLC have?

Abernathy Group II LLC reports 4 employees.

Where is Abernathy Group II LLC located?

Abernathy Group II LLC is based in New York, NY and has been SEC-registered since 2010.

Does Abernathy Group II LLC disclose fund performance?

Abernathy Group II LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address530 Fifth Avenue, 17 Floor, New York, NY 10036
Phone212-293-3499
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$80.2M▲ 20%
Jan '25 — $66.6MFeb '25 — $67.1MMar '25 — $67.1MApr '25 — $67.1MMay '25 — $67.1MJun '25 — $67.1MJul '25 — $67.1MAug '25 — $67.1MSep '25 — $67.1MOct '25 — $67.1MNov '25 — $67.1MDec '25 — $67.1MJan '26 — $80.2MFeb '26 — $80.2MMar '26 — $80.2MApr '26 — $80.2MMay '26 — $80.2MJun '26 — $80.2MJul '26 — $80.2M
Jan '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,306 advisers
AUM vs fund managersTop 96%
Larger than 4% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,824 advisers

Assets under management

$80.2Mregulatory AUM
Discretionary $77.7MNon-discretionary $2.5M

Service providers