DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Abrams Bison Investments, L.L.C.
Latest filing May 21, 2026
First filing on the tape Mar 5, 2012 · 16 filings
SEC status approved since Jan 27, 2006
RAUM
$3.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$3.0B as of May 21, 2026
Mar 5, 2012$963M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 5, 20120 then
Employees (5.A)11 as of May 21, 2026
Mar 12, 20136 then
Private funds2 as of May 21, 2026
Mar 5, 20121 then
RAUM +22% over the last fiscal year+2.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.0BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.0B, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.0B for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Abrams Bison Partners, L.P. | Hedge Fund | $1.7B | 58 | Mar 5, 2012 |
| Abrams Bison Partners S5, L.P. | Hedge Fund | $847M | 2 | Aug 28, 2015 |
Owners and control persons
Schedule A and B, latest filing
- M Gavin Abrams · Managing Membercontrolsince 04/2000 · owns 75% or more
- Sandra Missmar · Chief Compliance Officer/Coocontrolsince 11/2010 · owns less than 5%
Entity owners
- Abrams Primary Trust · Trustdirect · owns 10% to 25%
- The Northern Trust Company Of Delaware · Trusteedirect · owns 10% to 25%
- Abrams Primary Trust · Trustindirect · owns F of Abrams Primary Trust
- The Northern Trust Company Of Delaware · Trusteeindirect · owns F of Abrams Primary Trust
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6Mar 31, 2025 to May 21, 2026
- Assets in custody · $2.5B to $3.0BMar 31, 2025 to May 21, 2026
- Employees · 9 to 11Mar 31, 2025 to May 21, 2026
- Discretionary RAUM · $2.5B to $3.0BMar 31, 2025 to May 21, 2026
- Pooled vehicle RAUM · $2.5B to $3.0BMar 31, 2025 to May 21, 2026
- RAUM · $2.5B to $3.0BMar 31, 2025 to May 21, 2026
- Advisory employees · 7 to 5Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $2.5B to $2.5BMar 28, 2024 to Mar 31, 2025
- Employees · 11 to 9Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.5B to $2.5BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.5B to $2.5BMar 28, 2024 to Mar 31, 2025
- RAUM · $2.5B to $2.5BMar 28, 2024 to Mar 31, 2025
- Assets in custody · $2.1B to $2.5BMar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.1B to $2.5BMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.1B to $2.5BMar 29, 2023 to Mar 28, 2024
- RAUM · $2.1B to $2.5BMar 29, 2023 to Mar 28, 2024
- Assets in custody · $2.8B to $2.1BMar 30, 2022 to Mar 29, 2023
- Employees · 10 to 11Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.8B to $2.1BMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.8B to $2.1BMar 30, 2022 to Mar 29, 2023
- RAUM · $2.8B to $2.1BMar 30, 2022 to Mar 29, 2023
- Advisory employees · 6 to 7Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $2.3B to $2.8BMar 30, 2021 to Mar 30, 2022
- Employees · 9 to 10Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.3B to $2.8BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $2.3B to $2.8BMar 30, 2021 to Mar 30, 2022
- RAUM · $2.3B to $2.8BMar 30, 2021 to Mar 30, 2022
- Assets in custody · $2.3B to $2.3BMar 25, 2020 to Mar 30, 2021
- Discretionary RAUM · $2.3B to $2.3BMar 25, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $2.3B to $2.3BMar 25, 2020 to Mar 30, 2021
- RAUM · $2.3B to $2.3BMar 25, 2020 to Mar 30, 2021
- Advisory employees · 7 to 6Mar 22, 2019 to Mar 25, 2020
- Assets in custody · $2.2B to $2.3BMar 22, 2019 to Mar 25, 2020
- Employees · 10 to 9Mar 22, 2019 to Mar 25, 2020
- Other offices · 1 to 0Mar 22, 2019 to Mar 25, 2020
- Discretionary RAUM · $2.2B to $2.3BMar 22, 2019 to Mar 25, 2020
- Pooled vehicle RAUM · $2.2B to $2.3BMar 22, 2019 to Mar 25, 2020
- RAUM · $2.2B to $2.3BMar 22, 2019 to Mar 25, 2020
- Assets in custody · $2.9B to $2.2BMar 28, 2018 to Mar 22, 2019
Signals
1 dated events
- S. Denis Abrams (Trustee) no longer on Schedule A of Abrams Bison Investments, L.L.C. (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 301-657-5925reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026