Investment adviser · CRD 305107
ABBEY STREET
Investment adviser filing (IA)
ABBEY STREET, LLC
EDEN PRAIRIE, MN, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $375M Form ADV · Item 5.F
- Client accounts
- 139 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 89 | $334,412,125 | 89.1% |
| Individuals | 49 | $40,721,464 | 10.8% |
| Charities | Fewer than 5 | $261,841 | 0.1% |
Filing source
Form ADV 2053527 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
11095 VIKING DRIVE, SUITE 410EDEN PRAIRIE, MN, 55344, United States
CRD 305107
Filing source
Form ADV 2053527 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.