SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Abra Capital Management, LP
San Francisco, CA
CRD 323353
Firm filing updated March 31, 2026 ·
- $334.7MAssets
- 277Clients
- 5Advisory staff
- 277Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals220
- Corporations or other businesses55
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 220 | $138.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $75.0 million |
| Corporations or other businesses not listed above | 55 | $55.8 million |
| Other: "PPL ASSETS" | 1 | $65.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$334.7 million
- Accounts277
- Discretionary$140.3 million · 2 accounts
- Non-discretionary$194.4 million · 275 accounts
People
- Employees40
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 323353, SEC file 801-129529.
- Registered with the SEC as an investment advisor (status date on record: February 16, 2024).
Is Abra Capital Management, LP a fiduciary?
Short answer: Abra Capital Management, LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.