# Abridge Partners, LLC

> Abridge Partners, LLC is an SEC-registered investment advisory firm, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 145247
- Filed as: ABRIDGE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145247
- AdvisorCensus page: https://advisorcensus.com/firm/abridge-partners-llc-145247

## Quick answers

**How is Abridge Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abridge Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Is Abridge Partners, LLC registered with the SEC or a state?**
Abridge Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145247.

**How much does Abridge Partners, LLC manage?**
Abridge Partners, LLC reports $123,997,709 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (93% discretionary).

**How have Abridge Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Abridge Partners, LLC: Regulatory assets under management: $241,606,243 in the October 2021 data and $123,997,709 in the October 2026 data, down 49%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abridge Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (116).

**Which custodians does Abridge Partners, LLC use?**
Abridge Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Abridge Partners, LLC 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/145247

**Does Abridge Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Abridge Partners does not have a minimum account size or minimum fee requirement."

**What changed in Abridge Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA, LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> Abridge Partners does not have a minimum account size or minimum fee requirement.

- Minimum annual fee: None

> Abridge Partners does not have a minimum account size or minimum fee requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $123,997,709
- Discretionary: $115,533,757
- Non-discretionary: $8,463,952

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 116 | $123,997,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, MD, MS, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [abridgepartners.com](https://abridgepartners.com)
- LinkedIn @abridge-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $241,606,243 | 6 | March 31, 2021 |
| October 2022 | $314,243,920 | 6 | July 29, 2022 |
| October 2023 | $217,559,018 | 5 | April 13, 2023 |
| October 2024 | $102,493,942 | 2 | June 11, 2024 |
| October 2025 | $102,812,940 | 2 | April 3, 2025 |
| October 2026 | $123,997,709 | 5 | October 1, 2026 |

Regulatory assets under management: $241,606,243 in the October 2021 data and $123,997,709 in the October 2026 data, down 49%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA, LA.

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $102,812,940 to $123,997,709 (+21%).

### January 2026
- No longer registered or notice-filed in CA, DE, TX.

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abridge Partners, LLC (CRD 145247): Form ADV filing data as of October 2026.