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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ABRIDGE PARTNERS, LLC

CRD 145599

MADISON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14979bf9-8290-ec7f-69d2-53611aa089cb

Data as of Jun 15, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2012 to Jun 15, 2020
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $179MItem 5.F on the latest filing (2020-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $167M
Private client RAUM: $129MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 431
Individual clients: 140
High net worth clients: 63
Custody, client assets: $38.5M
SEC number: 801-68597
CRD: 145599
Filings on the tape: 11
First filed: Feb 16, 2012
Latest filed: Jun 15, 2020
Organised: Limited Liability Company, Mississippi

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GENE YATES & ASSOCIATES, LLC	EQUITY OWNER	D	yes	10/2007	Feb 16, 2012	Jun 15, 2020
GRAHAM, JAIME, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Feb 24, 2020	Jun 15, 2020
PHIL A. YOUNKER & ASSOCIATES, LTD.	EQUITY OWNER	D	yes	10/2007	Feb 16, 2012	Jun 15, 2020
YATES, JR., GENE, A.	ELECTED MANAGING MEMBER	Na	yes	10/2007	Feb 16, 2012	Jun 15, 2020
YATES, JR., GENE, A.	ELECTED MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND EQUITY OWNER	E	yes	03/2006	Feb 16, 2012	Jun 15, 2020
YOUNKER, JR., PHIL, ARTHUR	ELECTED MEMBER	Na	yes	10/2007	Feb 16, 2012	Jun 15, 2020
YOUNKER, JR., PHIL, ARTHUR	ELECTED MEMBER AND EQUITY OWNER	E	yes	12/1997	Feb 16, 2012	Jun 15, 2020

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Fairbanks	Ak	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 24, 2020	$179M	$167M	4	3	1	n/a	n/a
2018	Feb 13, 2019	$178M	$162M	4	3	1	n/a	n/a
2017	Mar 19, 2018	$184M	$170M	4	2	1	n/a	n/a
2016	Mar 28, 2017	$189M	$175M	5	2	n/a	n/a	n/a
2015	Mar 12, 2016	$198M	$172M	5	2	n/a	n/a	n/a
2014	Feb 5, 2015	$225M	$197M	5	2	n/a	n/a	n/a
2013	Mar 25, 2014	$230M	$203M	5	2	n/a	n/a	n/a
2012	Mar 21, 2013	$234M	$205M	5	2	n/a	n/a	n/a
2011	Feb 16, 2012	$274M	$254M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$179M	$178M	0.6%	$189M	-1.9%	4	4	1	1

Relationships

Controls (5)

← YATES, JR., GENE, A.OwnerELECTED MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND EQUITY OWNER, ownership code E, individual
Feb 16, 2012 to presentfactForm ADV
← YOUNKER, JR., PHIL, ARTHUROwnerELECTED MEMBER AND EQUITY OWNER, ownership code E, individual
Feb 16, 2012 to presentfactForm ADV
← GRAHAM, JAIME, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 24, 2020 to presentfactForm ADV
← GENE YATES & ASSOCIATES, LLCOwnerEQUITY OWNER, ownership code D, domestic entity
Feb 16, 2012 to presentfactForm ADV
← PHIL A. YOUNKER & ASSOCIATES, LTD.OwnerEQUITY OWNER, ownership code D, domestic entity
Feb 16, 2012 to presentfactForm ADV

Registered with (3)

← GENE A. YATESAdvisorregistration: previous registration
Dec 5, 2007 to Dec 31, 2020factForm ADV
← PHIL ARTHUR YOUNKER, JR.Advisorregistration: previous registration
May 28, 2008 to Dec 31, 2020factForm ADV
← JAIME LYNN GRAHAMAdvisorregistration: previous registration
Jan 29, 2018 to Dec 31, 2020factForm ADV

Dated events

Occurred
Feb 24, 2020
Control person joined
Lynn Jaime Graham (Chief Compliance Officer) appeared on Schedule A of Abridge Partners, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14979bf9-8290-ec7f-69d2-53611aa089cb
First observed: Feb 16, 2012
Last observed: Jun 15, 2020 76 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ABRIDGE PARTNERS, LLC

CRD 145599

MADISON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14979bf9-8290-ec7f-69d2-53611aa089cb

Data as of Jun 15, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GENE YATES & ASSOCIATES, LLC

EQUITY OWNER

yes

10/2007

Feb 16, 2012

Jun 15, 2020

GRAHAM, JAIME, LYNN

CHIEF COMPLIANCE OFFICER

yes

02/2020

Feb 24, 2020

Jun 15, 2020

PHIL A. YOUNKER & ASSOCIATES, LTD.

EQUITY OWNER

yes

10/2007

Feb 16, 2012

Jun 15, 2020

YATES, JR., GENE, A.

ELECTED MANAGING MEMBER

yes

10/2007

Feb 16, 2012

Jun 15, 2020

YATES, JR., GENE, A.

ELECTED MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND EQUITY OWNER

yes

03/2006

Feb 16, 2012

Jun 15, 2020

YOUNKER, JR., PHIL, ARTHUR

ELECTED MEMBER

yes

10/2007

Feb 16, 2012

Jun 15, 2020

YOUNKER, JR., PHIL, ARTHUR

ELECTED MEMBER AND EQUITY OWNER

yes

12/1997

Feb 16, 2012

Jun 15, 2020

City

State

Country

Employees

Also broker-dealer

Fairbanks

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 24, 2020

$179M

$167M

n/a

2018

Feb 13, 2019

$178M

$162M

n/a

2017

Mar 19, 2018

$184M

$170M

n/a

2016

Mar 28, 2017

$189M

$175M

n/a

2015

Mar 12, 2016

$198M

$172M

n/a

2014

Feb 5, 2015

$225M

$197M

n/a

2013

Mar 25, 2014

$230M

$203M

n/a

2012

Mar 21, 2013

$234M

$205M

n/a

2011

Feb 16, 2012

$274M

$254M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$179M

$178M

0.6%

$189M

-1.9%