Abbington Investment Group provides portfolio management for individuals and small businesses and pension consulting.
Abbington Investment Group reports 50 high-net-worth individuals. Of its assets, 99.4% ($201M across 89 accounts) are managed with discretion; $1.12M across 2 accounts are not. Of its clients, 10% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 50 | $202M | 100.0% | $4.04M |
| Total | 50 | $202M | 100% | $4.04M |
- Clients
- 50
- Regulatory AUM
- $202M
- AUM share
- 100.0%
- Avg. per client
- $4.04M
Total
- Clients
- 50
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $4.04M
- Clients outside the U.S.
- 10%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Abbington Investment Group charges 0.60%–1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $3,000,000.
Fee details and sources
Peter Van Dessel owns 50% to 75% of Abbington Investment Group. The leadership team of Abbington Investment Group includes Chief Investment Officer Peter Van Dessel. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Abbington Investment Group, LLC
Peter Van Dessel
Control person · since February 2014
- Owns 25% to 50% of Abbington Investment Group, LLC
Joseph Connolly
Control person · since January 2021
Abbington Investment Group’s regulatory assets grew 1.9× from $109M (July 2024) to $202M (March 2026); clients were 50 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $202M | 50 | 3 | 2 |
| Jul 2025July 2025 | $123M | 44 | 3 | 3 |
| Jul 2024July 2024 | $109M | 48 | 3 | 3 |
Besides its headquarters, Abbington Investment Group has 1 office, with 2 listed addresses across 2 states.
Connecticut · 1 listed address
- 257 Riverside Avenue, Westport
Maine · 1 listed address
- 87a Ocean Street, Suite 207, South PortlandHQ
Contact and registration details
- Legal name
- Abbington Investment Group, LLC
- Headquarters
- 87a Ocean Street, Suite 207, South Portland, ME 04106
- Website
- abbingtongroup.com
- Phone
- 207-433-5820
- SEC file
- 801-129540
- Founded
- 2014
- Structure
- Delaware LLC
- Fiscal year end
- December
Abbington Investment Group’s named custodian for separately managed accounts is Fidelity ($202M). Abbington Investment Group has custody of $13M for 2 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $202M100%
At year end, Abbington Investment Group’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Funds95%
- Cash5%
How many clients does Abbington Investment Group have?
Abbington Investment Group has 50 clients and manages $202 million for them, as of March 2026. They include 50 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Abbington Investment Group offer?
Abbington Investment Group provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Abbington Investment Group charge?
Abbington Investment Group charges 0.60%–1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $3,000,000.
Which custodians does Abbington Investment Group use?
Abbington Investment Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Abbington Investment Group have?
Abbington Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abbington Investment Group invest in?
At the end of its last fiscal year, Abbington Investment Group’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Abbington Investment Group have a minimum investment?
Yes, Abbington Investment Group’s minimum account size for its Asset Management is $3M.
Who owns Abbington Investment Group?
Abbington Investment Group’s direct owners are Peter Van Dessel (50% to 75%) and Joseph Connolly (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Abbington Investment Group get paid?
Abbington Investment Group is paid through a percentage of assets under management. 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 Abbington Investment Group?
Abbington Investment Group’s main office is at 87a Ocean Street, Suite 207, South Portland, ME 04106. Its phone number is 207-433-5820. Its website is abbingtongroup.com.