Abe Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,650,000
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
52
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$1,627,885
About
ABE Capital Management provides discretionary asset-management services to a mix of individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, corporations and charitable organizations. Portfolios are constructed from individual equities and bonds, ETFs, mutual funds, options and private investments, and clients may place reasonable restrictions on holdings.
The firm combines fundamental, technical, charting and cyclical analysis and conducts continuous account supervision with at least quarterly reviews and performance reporting. Its stated strategies include long‑ and short‑term purchases, trading, short sales, option writing and margin transactions, and the brochure discloses use of private funds and the potential for borrowing/leverage and derivatives in managed accounts while frequently maintaining significant cash balances.
Notable distinctions include that the firm’s managing member is a licensed, non‑practicing attorney and the firm has established an in‑house advisory board to advise on business development and philanthropy while retaining investment discretion. The firm also serves corporate, institutional and charitable clients and provides client performance reporting, client types and reporting practices that are less common among peers in this category.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $1,000,000: 1.30% Over $1,000,000+: 1.00%
Account minimum: $1,000,000
Main office location
Abe Capital Management, LLC
51 Jfk Parkway, First Floor West
Short Hills NJ 07078, United States
Number of offices
2
Most active in
Abe Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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