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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

ABBREA CAPITAL, LLC

CRD 272029

GREENBRAE, CA

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:984774ba-668e-ed84-c705-90a3d44da121

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
On other graphs: 0
Observed: Jul 7, 2015 to Mar 26, 2024
21 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: $1.2BItem 5.F on the latest filing (2024-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 777
Individual clients: 42
High net worth clients: 225
Custody, client assets: $267M
SEC number: 801-101498
CRD: 272029
Filings on the tape: 21
First filed: Jul 7, 2015
Latest filed: Mar 26, 2024
Organised: Limited Liability Company, Delaware

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
CUTCLIFFE, STEVEN, EDWARD	MANAGING DIRECTOR, MANAGER AND MEMBER	C	yes	06/2015	Jul 7, 2015	Mar 26, 2024
HAGEBOECK, WILLIAM, CLARK	MANAGING DIRECTOR AND MEMBER	C	yes	07/2016	Mar 15, 2017	Mar 26, 2024
OSHER, WILLIAM, DAVID	MANAGING DIRECTOR, MANAGER, MEMBER AND CCO	C	yes	06/2015	Jul 7, 2015	Mar 26, 2024
HUDSON, DAVID, REED	MANAGING DIRECTOR AND MEMBER	A	no	06/2015	Jul 7, 2015	Mar 26, 2024

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
2023	Mar 7, 2024	$1.2B	$1.0B	7	4	0	n/a	n/a
2022	Mar 3, 2023	$1.0B	$868M	6	4	0	n/a	n/a
2021	Feb 2, 2022	$1.2B	$1.0B	6	4	0	n/a	n/a
2020	Mar 22, 2021	$979M	$831M	6	4	0	n/a	n/a
2019	Mar 17, 2020	$822M	$717M	6	4	0	n/a	n/a
2018	Mar 25, 2019	$559M	$538M	6	4	0	n/a	n/a
2017	Mar 23, 2018	$503M	$481M	6	4	0	n/a	n/a
2016	Mar 15, 2017	$400M	$384M	6	4	n/a	n/a	n/a
2015	Mar 25, 2016	$176M	$166M	4	3	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
2023	$1.2B	$1.0B	14.2%	$979M	6.7%	7	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CERITY PARTNERS LLC	5	Sep 10, 2024	Sep 4, 2024	GREENBRAE, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← OSHER, WILLIAM, DAVIDOwnerMANAGING DIRECTOR, MANAGER, MEMBER AND CCO, ownership code C, individual
Jul 7, 2015 to presentfactForm ADV
← HAGEBOECK, WILLIAM, CLARKOwnerMANAGING DIRECTOR AND MEMBER, ownership code C, individual
Mar 15, 2017 to presentfactForm ADV
← CUTCLIFFE, STEVEN, EDWARDOwnerMANAGING DIRECTOR, MANAGER AND MEMBER, ownership code C, individual
Jul 7, 2015 to presentfactForm ADV

Owns (1)

← HUDSON, DAVID, REEDOwnerMANAGING DIRECTOR AND MEMBER, ownership code A, individual
Jul 7, 2015 to presentfactForm ADV

Registered with (5)

← WILLIAM DAVID OSHERAdvisorregistration: previous registration
Jul 13, 2015 to Sep 10, 2024factForm ADV
← WILLIAM CLARK HAGEBOECKAdvisorregistration: previous registration
Jul 25, 2016 to Sep 10, 2024factForm ADV
← STEVEN EDWARD CUTCLIFFEAdvisorregistration: previous registration
Jul 13, 2015 to Sep 10, 2024factForm ADV
← DAVID REED HUDSONAdvisorregistration: previous registration
Jul 13, 2015 to Sep 10, 2024factForm ADV
← MILENA MARGARET PRICEAdvisorregistration: previous registration
Apr 4, 2024 to Sep 10, 2024factForm ADV

Moved with (1)

→ CERITY PARTNERS LLCRegistered adviser5 advisors, firm absorbed, same day
Sep 10, 2024 to Sep 4, 2024factForm ADV

Dated events

Occurred
Sep 10, 2024
Firm absorbed
Abbrea Capital, LLC's advisors moved to Cerity Partners LLC (Greenbrae, CA): 5 of 5 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Sep 10, 2024
Advisor changed firm
William David Osher left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-03)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Advisor changed firm
Milena Margaret Price left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-04)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Advisor changed firm
William Clark Hageboeck left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-03)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Advisor changed firm
Steven Edward Cutcliffe left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-04)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Advisor changed firm
David Reed Hudson left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-03)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2020
Regulatory AUM changed
Abbrea Capital, Llc reported RAUM $822.0M, up 47% from $558.8M (2019-03-25 to 2020-03-17)
Form ADVobserved 5 days ago
$263M
Occurred
Mar 23, 2018
Regulatory AUM changed
Abbrea Capital, Llc reported RAUM $502.9M, up 26% from $400.1M (2017-03-15 to 2018-03-23)
Form ADVobserved 5 days ago
$103M
Occurred
Jul 7, 2015
First Form ADV filing
Abbrea Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:984774ba-668e-ed84-c705-90a3d44da121
First observed: Jul 7, 2015
Last observed: Mar 26, 2024 30 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.

ABBREA CAPITAL, LLC

CRD 272029

GREENBRAE, CA

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:984774ba-668e-ed84-c705-90a3d44da121

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUTCLIFFE, STEVEN, EDWARD

MANAGING DIRECTOR, MANAGER AND MEMBER

yes

06/2015

Jul 7, 2015

Mar 26, 2024

HAGEBOECK, WILLIAM, CLARK

MANAGING DIRECTOR AND MEMBER

yes

07/2016

Mar 15, 2017

Mar 26, 2024

OSHER, WILLIAM, DAVID

MANAGING DIRECTOR, MANAGER, MEMBER AND CCO

yes

06/2015

Jul 7, 2015

Mar 26, 2024

HUDSON, DAVID, REED

MANAGING DIRECTOR AND MEMBER

06/2015

Jul 7, 2015

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 7, 2024

$1.2B

$1.0B

n/a

2022

Mar 3, 2023

$1.0B

$868M

n/a

2021

Feb 2, 2022

$1.2B

$1.0B

n/a

2020

Mar 22, 2021

$979M

$831M

n/a

2019

Mar 17, 2020

$822M

$717M

n/a

2018

Mar 25, 2019

$559M

$538M

n/a

2017

Mar 23, 2018

$503M

$481M

n/a

2016

Mar 15, 2017

$400M

$384M

n/a

2015

Mar 25, 2016

$176M

$166M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.2B

$1.0B

14.2%

$979M

6.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERITY PARTNERS LLC

Sep 10, 2024

Sep 4, 2024

GREENBRAE, CA

Firm absorbed

RIA to RIA

100.0%