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Abridge Partners, LLC

● SEC registered since 2007CRD 145247SEC# 801-68497
Export (members)
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
NameTitleOwnershipSince
Gene Yates & Associates, LLC ControlMember50-75%2020
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2013
Jr. Gene A. Yates ControlPrincipalUnder 5%2020
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Frequently 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 hours8:00 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$124M▲ 21%
Mar '25 — $102.8MApr '25 — $102.8MMay '25 — $102.8MJun '25 — $102.8MJul '25 — $102.8MAug '25 — $102.8MSep '25 — $102.8MOct '25 — $102.8MNov '25 — $102.8MDec '25 — $102.8MJan '26 — $102.8MFeb '26 — $102.8MMar '26 — $124MApr '26 — $124MMay '26 — $124MJun '26 — $124M
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