Abridge Partners, LLC
● SEC registered since 2007CRD 145247SEC# 801-68497
Reg. AUM
$124M
Employees
5
Accounts
319
Location
—
Abridge Partners, LLC assets under management
Abridge Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2007. It reports $124 million in regulatory assets under management and employs 5 people.
Abridge Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gene Yates & Associates, LLC Control | Member | 50-75% | 2020 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2013 |
| Jr. Gene A. Yates Control | Principal | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Abridge Partners, LLC manage?
Abridge Partners, LLC reports $124 million in regulatory assets under management on its Form ADV.
How many employees does Abridge Partners, LLC have?
Abridge Partners, LLC reports 5 employees.
Does Abridge Partners, LLC disclose fund performance?
Abridge Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (601) 718-0000 |
| Fax | (601) 718-0006 |
| Office hours | 8:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$124Mregulatory AUM
Discretionary $115.5MNon-discretionary $8.5M