Abingworth Management Inc

CRD#157466
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

Abingworth Management Inc operates as an advisory firm located in Menlo Park, California. The firm has $946.4 million in total assets over five customer accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Abingworth Management Inc has a small team of 20 employees, of which 11 are financial advisors. Abingworth Management Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and equities.

Abingworth Management Inc oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction choices are made by a portfolio manager without needing to seek client consent. The investment advisory firm's average account size is $189.3 million. The typical advisor at Abingworth Management Inc manages fewer than one client account, placing it among the most individualized firms in the country.

The firm's central office is located at 3000 Sand Hill Road, Menlo Park, California 94025. Abingworth Management Inc is legally registered to provide services to investors throughout 2 states, including California and Massachusetts.

Assets Under Management

$946.4 million

Number of Advisors

11

Disclosures

No

Office Location

3000 Sand Hill Road
Menlo Park, CA 94025

Abingworth Management Inc by the Numbers

Total Assets Under Management

$946.4 million

National Average: $3.3 billion
Total Number of Employees

20

National Average: 31
Total Number of Accounts

5

National Average: 1,935
Average Account Size

$189.3 million

National Average: $1.7 million

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Fee Structure

Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by the firm likely include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Abingworth Management Inc.

Available

  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 39% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Back to Overview

Types of Clients

The firm works with pooled investment vehicles. Out of its five clients, Abingworth Management Inc's biggest client group is pooled investment vehicles. About 100% of the firm's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Abingworth Management Inc does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

This content was compiled from the SEC and FINRA