AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Abbey Street
Abbey Street is an SEC-registered investment advisory firm in Eden Prairie, MN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Abbey Street compensated?
On its Form ADV (Item 5.E, October 2026), Abbey Street reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Abbey Street charge?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Subscription: $250 to $1,000 a month (standalone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Abbey Street located?
Abbey Street's principal office is in Eden Prairie, MN, according to its Form ADV.
Is Abbey Street registered with the SEC or a state?
Abbey Street is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305107.
How much does Abbey Street manage?
Abbey Street reports $375,395,430 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).
How have Abbey Street's assets and staff changed since 2021?
In the Form ADV data for Abbey Street: Regulatory assets under management: $171,748,084 in the October 2021 data and $375,395,430 in the October 2026 data, up 119%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Abbey Street serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (49); charitable organizations (1).
Which custodians does Abbey Street use?
Abbey Street's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Abbey Street report any disciplinary disclosures?
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/305107
Does Abbey Street state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Abbey Street does not impose any account minimums."
What changed in Abbey Street's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Abbey Street does not impose any account minimums.
Subscription: $250 to $1,000 a month (standalone financial planning)
The brochure's wording
Our fee for standalone financial planning is $250 -$1,000 per month depending on the complexity of the plan.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$375,395,430 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Abbey Street, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 13. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $375,395,430 | 13 | March 18, 2026 |
| October 2025 | $315,133,609 | 12 | March 19, 2025 |
| October 2024 | $245,005,947 | 12 | May 31, 2024 |
| October 2023 | $192,566,654 | 12 | August 1, 2023 |
| October 2022 | $207,562,522 | 4 | March 1, 2022 |
| October 2021 | $171,748,084 | 9 | March 26, 2021 |
Regulatory assets under management: $171,748,084 in the October 2021 data and $375,395,430 in the October 2026 data, up 119%.
Total employees: 9 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Abbey Street (CRD 305107): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107