Abernathy Group II LLC
● SEC registered since 2010CRD 152401SEC# 801-71255New York, NY
Ranks #5,760 of 5,980 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
About Abernathy Group II
The Abernathy Group Family Office helps families preserve and grow wealth, plan inheritances, and access concierge-style support. Differentiating features include a medical network that can connect families to specialists in emergencies at no extra fee, and a fiduciary stance that rejects product commissions. The firm stresses keeping family relationships first while planning across generations.
Summary based on the firm’s website.
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 5,760 of 5,980 private fund managers.
Abernathy Group II LLC private funds
1 funds · $4.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Abernathy Group Growth Fund | Hedge | $4.4M | $1M |
Abernathy Group II LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Francis Coyle Control | Chief Compliance Officer | Under 5% | 2009 |
| Steven Holt Abernathy Control | Managing Member | Over 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
| Address | 530 Fifth Avenue, 17 Floor, New York, NY 10036 |
| Phone | 212-293-3499 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$80.2M▲ 20%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,389 advisers
AUM vs fund managersTop 96%
Larger than 4% of 5,980 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$80.2Mregulatory AUM
Discretionary $77.7MNon-discretionary $2.5M