Abdiel Capital Advisors, Lp

CRD#161410
Investment Advisor Firm

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Learn more about Abdiel Capital Advisors, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Abdiel Capital Advisors, Lp is a financial advisory company that has its headquarters in New York, New York. The firm manages $2.6 billion in assets under management across 10 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). Abdiel Capital Advisors, Lp has a small group, including 13 financial advisors. Abdiel Capital Advisors, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as equities, bonds and options.

    Abdiel Capital Advisors, Lp manages all of its accounts on a discretionary basis. Discretionary management means that transaction decisions are made by an investment advisor without requiring client approval. The company's average account size is $261.4 million. The average advisor at Abdiel Capital Advisors, Lp manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.

    The company's main office is at 90 Park Avenue, New York, New York 10016. Abdiel Capital Advisors, Lp is legally allowed to serve clients throughout 3 states, including Colorado, Connecticut and Wyoming.

    Assets Under Management

    $2.6 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    90 Park Avenue
    New York, NY 10016

    Abdiel Capital Advisors, Lp by the Numbers

    Total Assets Under Management

    $2.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    10

    National Average: 375,227
    Average Account Size

    $261.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by the firm can consist of some combination of the following fee structures: asset-based or performance-based. Abdiel Capital Advisors, Lp does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% 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 26% 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.

    Unavailable

    • Find one of the 21% 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 1% 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 0% 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 32% 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.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

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

    Back to Overview

    Types of Clients

    Abdiel Capital Advisors, Lp provides services to pooled investment vehicles. Out of its 10 clients, Abdiel Capital Advisors, Lp's largest client is pooled investment vehicles. Around 50% of the firm's customers are represented by non-U.S. persons.

    • 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.

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    Disclosures

    Abdiel Capital Advisors, Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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