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AdvisorCensus / Financial advisors / Massachusetts / Boston / Abry Partners, LLC

Abry Partners, LLC

Boston, MASEC-registered investment adviserCRD 161153

Filed as ABRY PARTNERS, LLC

Abry Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

14 years
registered since 2012
$69,285,676
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Abry Partners, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Abry Partners, LLC 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.

Where is Abry Partners, LLC located?

Abry Partners, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Abry Partners, LLC registered with the SEC or a state?

Abry Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161153.

How much does Abry Partners, LLC manage?

Abry Partners, LLC reports $69,285,676 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Abry Partners, LLC's assets and staff changed since 2021?

In the Form ADV data for Abry Partners, LLC: Regulatory assets under management: $707,169,137 in the October 2021 data and $69,285,676 in the October 2026 data, down 90%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Abry Partners, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

Does Abry 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/161153

What changed in Abry Partners, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $311,138,462 to $69,285,676 (-78%). Added an office in Charlotte, NC. Registered or notice-filed in NC.

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
  • Performance-based 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 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$69,285,676

$69,285,676 as of October 2026, filing dated March 31, 2026.

Discretionary: $69,285,676.Non-discretionary: $0.

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.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 2 Assets $69,285,676 (100%)

A 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
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Also doing business as
ABRY PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (14 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Charlotte, NCLondon
States registered or notice-filed
2 states or jurisdictions
MANC

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$707M 2021 $558M 2022 $503M 2023 $386M 2024 $311M 2025 $69.3M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$69,285,6763March 31, 2026
October 2025$311,138,4623March 31, 2025
October 2024$386,437,9363March 29, 2024
October 2023$502,938,8283March 29, 2023
October 2022$557,604,1893March 30, 2022
October 2021$707,169,1373March 30, 2021

Regulatory assets under management: $707,169,137 in the October 2021 data and $69,285,676 in the October 2026 data, down 90%.

Total employees: 3 in October 2021 and 3 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
  1. April 2026
    • Regulatory assets under management went from $311,138,462 to $69,285,676 (-78%).
    • Added an office in Charlotte, NC.
    • Registered or notice-filed in NC.

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.I
abry.com

Source: 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. Abry Partners, LLC (CRD 161153): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/abry-partners-llc-boston-ma-161153