{
  "crd_number": 153498,
  "slug": "abbey-capital-limited-dublin-2-153498",
  "primary_business_name": "ABBEY CAPITAL LIMITED",
  "legal_name": "ABBEY CAPITAL LIMITED",
  "dbas": [],
  "city": "Dublin 2",
  "state": null,
  "country": "Ireland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-04-12",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-27",
  "carried_forward": false,
  "raum_total": 7581743104.0,
  "raum_discretionary": 7581743104.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 79,
  "advisory_employees": 23,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 3569526216.0,
      "count": 2
    },
    "pooled_investment_vehicles": {
      "raum": 4012216888.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://abbeycapital.com",
    "https://linkedin.com/company/abbey-capital-limited"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153498",
  "city_as_filed": "DUBLIN 2",
  "url": "https://advisorcensus.com/firm/abbey-capital-limited-dublin-2-153498",
  "display_name": "Abbey Capital Limited",
  "summary": "Abbey Capital Limited is an SEC-registered investment advisory firm in Dublin 2, Ireland, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 27, 2026.",
  "citation": "AdvisorCensus. Abbey Capital Limited (CRD 153498): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Abbey Capital Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abbey Capital Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Abbey Capital Limited located?",
      "a": "Abbey Capital Limited's principal office is in Dublin 2, Ireland, according to its Form ADV."
    },
    {
      "q": "Is Abbey Capital Limited registered with the SEC or a state?",
      "a": "Abbey Capital Limited is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153498."
    },
    {
      "q": "How much does Abbey Capital Limited manage?",
      "a": "Abbey Capital Limited reports $7,581,743,104 in regulatory assets under management in its Form ADV filing dated September 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Abbey Capital Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Abbey Capital Limited: Regulatory assets under management: $4,128,686,752 in the October 2021 data and $7,581,743,104 in the October 2026 data, up 84%. Total employees: 55 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abbey Capital Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15); investment companies (2)."
    },
    {
      "q": "Does Abbey Capital Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153498"
    },
    {
      "q": "What changed in Abbey Capital Limited's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 19 to 23. Regulatory assets under management went from $6,815,702,574 to $7,581,743,104 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4128686752.0,
      "total_employees": 55,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6495200658.0,
      "total_employees": 46,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6941317710.0,
      "total_employees": 75,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7650073595.0,
      "total_employees": 77,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7650073595.0,
      "total_employees": 77,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7581743104.0,
      "total_employees": 79,
      "filing_date": "2026-09-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 23.",
        "Regulatory assets under management went from $6,815,702,574 to $7,581,743,104 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 18 to 19.",
        "Regulatory assets under management went from $7,650,073,595 to $6,815,702,574 (-11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/abbey-capital-limited-dublin-2-153498.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3569526216.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 4012216888.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153498",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
