{"url":"https://nivawealth.com/firms/abry-partners-ii-161154","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161154","regulatoryAum":14903579747,"crd":"161154","secFileNumber":"801-74147","legalName":"Abry Partners II, LLC","displayName":"Abry Partners II","website":"https://www.abry.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"888 Boylston Street, Suite 1600","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02199-8193"},"tradeNames":["Abry Partners"],"registration":{"secApproved":"28 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":14903579747,"discretionaryAccounts":30,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":17,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":30,"regulatoryAum":14903579747}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Abry Partners II has custody of $14.90B for 30 clients.","otherCustodians":[],"leadership":[{"name":"Charles Brucato","title":"Chief Executive Officer","crd":"2662929"},{"name":"Debra Johnson","title":"Chief Financial Officer","crd":"6028830"},{"name":"Kostantinos Sofronas","title":"Chief Compliance Officer / General Counsel","crd":"6054557"},{"name":"Jay Grossman","title":"Chair","crd":"1779461"},{"name":"Peggy Koenig","title":"Chair Emeritus","crd":"1175113"}],"ownership":[{"label":"Jay Grossman","detail":"Chair in the 50% to 75% ownership band and a control person, since April 2011."},{"label":"Peggy Koenig","detail":"Chair emeritus in the 50% to 75% ownership band and a control person, since April 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"888 Boylston Street, Suite 1600","city":"Boston","headquarters":true}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"1942 E. 7th ST","city":"Charlotte"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-859-2959","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":29},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161154/PDF/161154.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Abry Partners II have?","answer":"Abry Partners II has 30 clients and manages $14.9 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Abry Partners II offer?","answer":"Abry Partners II provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Abry Partners II have?","answer":"Abry Partners II has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Abry Partners II?","answer":"Abry Partners II’s direct owners are Jay Grossman (50% to 75%) and Peggy Koenig (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Abry Partners II get paid?","answer":"Abry Partners II is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}