{"url":"https://nivawealth.com/firms/the-abbit-management-110507","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110507","regulatoryAum":282395807,"crd":"110507","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1517194","suffix":null,"lastName":"RISSELADE","firstName":"JOSEPH","middleName":"EDWARD"},{"crd":"2112002","suffix":"II","lastName":"SLATER","firstName":"JAMES","middleName":"EDWARD"},{"crd":"6883013","suffix":null,"lastName":"Westers","firstName":"Samuel","middleName":"Mason"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":187667798,"clients":272,"employees":6,"offices":1},{"filedOn":"2021-08-12","regulatoryAum":215495468,"clients":293,"employees":7,"offices":1},{"filedOn":"2023-08-08","regulatoryAum":213881309,"clients":329,"employees":6,"offices":1},{"filedOn":"2024-08-22","regulatoryAum":232652456,"clients":321,"employees":7,"offices":1},{"filedOn":"2025-08-19","regulatoryAum":252322909,"clients":338,"employees":7,"offices":1},{"filedOn":"2026-09-01","regulatoryAum":282395807,"clients":386,"employees":7,"offices":1}],"secFileNumber":"801-15995","legalName":"The Abbit Management Corp","displayName":"The Abbit Management","slug":"the-abbit-management-110507","website":"https://abbitmanagement.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Michigan corporation","fiscalYearEnd":"June","headquarters":{"street":"16986 Robbins RD, Suite 100","city":"Grand Haven","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49417"},"tradeNames":[],"registration":{"secApproved":"17 April 1981","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":163329.32105263157,"staff":{"employees":7,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":282395807,"discretionary":282395807,"discretionaryAccounts":516,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":367,"regulatoryAum":38929383},{"label":"High-net-worth individuals","clients":13,"regulatoryAum":23135759},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":220330665}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":268998753},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver, CA","smaAssets":61704}],"custodyNote":"The Abbit Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joseph Risselade","title":"President/Chief Compliance Officer","crd":"1517194"},{"name":"James Slater","title":"Vice President","crd":"2112002"},{"name":"Julie Anderson","title":"Secretary/Treasurer","crd":"7287741"}],"ownership":[{"label":"Joseph Risselade","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since December 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"16986 Robbins RD, Suite 100","city":"Grand Haven","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"616-842-0280","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":71},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"1 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110507/PDF/110507.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Abbit Management have?","answer":"The Abbit Management has 386 clients and manages $282 million for them, as of September 2026. They include 367 individual clients, 13 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Abbit Management offer?","answer":"The Abbit Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Abbit Management use?","answer":"The Abbit Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $269M and Altruist Financial LLC (Culver, CA), with $61.7K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Abbit Management have?","answer":"The Abbit Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Abbit Management invest in?","answer":"At the end of its last fiscal year, The Abbit Management’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 4% cash and equivalents and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Abbit Management?","answer":"The Abbit Management’s direct owner is Joseph Risselade (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Abbit Management get paid?","answer":"The Abbit Management 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Abbit Management?","answer":"The Abbit Management’s main office is at 16986 Robbins RD, Suite 100, Grand Haven, MI 49417. Its phone number is 616-842-0280. Its website is abbitmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}