{
  "crd_number": 305107,
  "slug": "abbey-street-eden-prairie-mn-305107",
  "primary_business_name": "ABBEY STREET",
  "legal_name": "ABBEY STREET, LLC",
  "dbas": [],
  "city": "Eden Prairie",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-10-04",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 375395430.0,
  "raum_discretionary": 375395430.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 261841.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40721464.0,
      "count": 49
    },
    "high_net_worth_individuals": {
      "raum": 334412125.0,
      "count": 89
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MN",
    "OR",
    "TX",
    "WI"
  ],
  "websites": [
    "https://abbeystreet.com",
    "https://instagram.com/abbey.street.financial",
    "https://linkedin.com/company/abbeystreet",
    "https://twitter.com/realABBEYSTREET",
    "https://youtube.com/@AbbeyStreet"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305107",
  "city_as_filed": "EDEN PRAIRIE",
  "url": "https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107",
  "display_name": "Abbey Street",
  "summary": "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.",
  "citation": "AdvisorCensus. Abbey Street (CRD 305107): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Abbey Street compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Abbey Street charge?",
      "a": "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."
    },
    {
      "q": "Where is Abbey Street located?",
      "a": "Abbey Street's principal office is in Eden Prairie, MN, according to its Form ADV."
    },
    {
      "q": "Is Abbey Street registered with the SEC or a state?",
      "a": "Abbey Street is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305107."
    },
    {
      "q": "How much does Abbey Street manage?",
      "a": "Abbey Street reports $375,395,430 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Abbey Street's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Abbey Street serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Abbey Street use?",
      "a": "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."
    },
    {
      "q": "Does Abbey Street 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/305107"
    },
    {
      "q": "Does Abbey Street state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"Abbey Street does not impose any account minimums.\""
    },
    {
      "q": "What changed in Abbey Street's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 171748084.0,
      "total_employees": 9,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 207562522.0,
      "total_employees": 4,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 192566654.0,
      "total_employees": 12,
      "filing_date": "2023-08-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 245005947.0,
      "total_employees": 12,
      "filing_date": "2024-05-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 315133609.0,
      "total_employees": 12,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 375395430.0,
      "total_employees": 13,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $250 to $1,000 a month (standalone financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Abbey Street does not impose any account minimums."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 to $1,000 a month (standalone financial planning)"
        ],
        "quotes": [
          "Our fee for standalone financial planning is $250 -$1,000 per month depending on the complexity of the plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 250.0,
          "max": 1000.0,
          "period": "monthly",
          "service": "standalone financial planning"
        }
      ]
    },
    "quotes": [
      "Abbey Street does not impose any account minimums.",
      "Our fee for standalone financial planning is $250 -$1,000 per month depending on the complexity of the plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 40721464.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 334412125.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 261841.0
    }
  ],
  "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/305107",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}