Abbey Street provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, educational seminars, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Abbey Street reports 139 clients. They include 89 high-net-worth individuals, 49 individual clients and 1 charitable organization. Of its assets, 100.0% ($375M across 139 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 11% |
| High-net-worth individuals | 64% | 89% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $40.7M | 10.8% | $831K |
| High-net-worth individuals | 89 | $334M | 89.1% | $3.76M |
| Charitable organizations | Fewer than 5 | $262K | 0.1% | $262K |
| Total | 139 | $375M | 100% | — |
- Clients
- 49
- Regulatory AUM
- $40.7M
- AUM share
- 10.8%
- Avg. per client
- $831K
- Clients
- 89
- Regulatory AUM
- $334M
- AUM share
- 89.1%
- Avg. per client
- $3.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $262K
- AUM share
- 0.1%
- Avg. per client
- $262K
Total
- Clients
- 139
- Regulatory AUM
- $375M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Abbey Street charges 0.80%–1.50% a year for its Private Wealth Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- Stand-alone financial planning is charged $250 to $1,000 per month, depending on the complexity of the plan, under a financial planning agreement.
Daniel Mulheran owns 75% or more of Abbey Street. The leadership team of Abbey Street includes President Daniel Mulheran. It has 13 employees, 7 of them in advisory roles.
Staff
- 13 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- Owns 75% or more of Abbey Street, LLC
Daniel Mulheran
Control person · since April 2018
Abbey Street’s regulatory assets grew 2.2× from $172M (March 2021) to $375M (March 2026); clients rose from 131 to 139 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $375M | 139 | 13 | 1 |
| Mar 2025March 2025 | $315M | 148 | 12 | 1 |
| May 2024May 2024 | $245M | 136 | 12 | 1 |
| Aug 2023August 2023 | $193M | 218 | 12 | 1 |
| Mar 2022March 2022 | $208M | 400 | 4 | 1 |
| Mar 2021March 2021 | $172M | 131 | 9 | 1 |
Besides its headquarters, Abbey Street has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 11095 Viking Drive, Suite 410, Eden PrairieHQ
Contact and registration details
- Legal name
- Abbey Street, LLC
- Headquarters
- 11095 Viking Drive, Suite 410, Eden Prairie, MN 55344
- Website
- abbeystreet.com
- Phone
- 952-224-7272
- @abbeystreet
- SEC file
- 801-117454
- Founded
- 2018
- Structure
- Minnesota LLC
- Fiscal year end
- December
Abbey Street’s named custodian for separately managed accounts is Fidelity ($375M). Abbey Street has custody of $375M for 139 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $375M100%
At year end, Abbey Street’s separately managed accounts were mostly in funds (78%).
What the accounts hold
- Stocks6%
- Funds78%
- Bonds1%
- Cash2%
- Other13%
- Bonds13%
How many clients does Abbey Street have?
Abbey Street has 139 clients and manages $375 million for them, as of March 2026. They include 89 high-net-worth individuals, 49 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Abbey Street offer?
Abbey Street provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, educational seminars, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Abbey Street charge?
Abbey Street charges 0.80%–1.50% a year for its Private Wealth Services. The fee is billed in advance and is negotiable.
Which custodians does Abbey Street use?
Abbey Street’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $375M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Abbey Street have?
Abbey Street has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abbey Street invest in?
At the end of its last fiscal year, Abbey Street’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 13% other, 6% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds. The 13% other category is described as: Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abbey Street?
Abbey Street’s direct owner is Daniel Mulheran (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Abbey Street get paid?
Abbey Street is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abbey Street?
Abbey Street’s main office is at 11095 Viking Drive, Suite 410, Eden Prairie, MN 55344. Its phone number is 952-224-7272. Its website is abbeystreet.com.