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
Abry Partners II, LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 28 filings
SEC status approved since Mar 28, 2012
RAUM
$15B
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
1
1 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
29
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$15B as of Mar 31, 2026
Mar 28, 2013$2.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)1 as of Mar 31, 2026
Mar 28, 201351 then
Private funds29 as of Mar 31, 2026
Mar 28, 20134 then
RAUM -3.7% over the last fiscal year-3.4% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 31, 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
- $497MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.7%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
- $15B, 30 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$15B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 30reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15B for 30 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=true 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
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Abry Partners Ix, L.P. | Private Equity Fund | $3.8B | 187 | Mar 29, 2019 |
| Minotaur Aggregator, LLC | Private Equity Fund | $2.8B | 41 | Mar 30, 2020 |
| Abry Advanced Securities Fund IV, L.P. | Hedge Fund | $1.9B | 143 | Mar 29, 2019 |
| Abry Senior Equity V, L.P. | Private Equity Fund | $1.3B | 153 | Mar 31, 2017 |
| Abry Senior Equity Vi, L.P. | Private Equity Fund | $1.3B | 98 | Mar 30, 2022 |
| Abry Advanced Securities Fund III, L.P. | Hedge Fund | $832M | 129 | Feb 24, 2015 |
| Abry Partners Viii, L.P. | Private Equity Fund | $691M | 194 | Aug 11, 2014 |
| Abry Heritage Partners II, L.P. | Private Equity Fund | $672M | 76 | Mar 30, 2022 |
| Abry Partners Vii, L.P. | Private Equity Fund | $566M | 191 | Feb 14, 2012 |
| Abry Heritage Partners, L.P. | Private Equity Fund | $536M | 114 | Mar 31, 2017 |
| Alliant Investor B, LLC | Private Equity Fund | $398M | 7 | Mar 31, 2014 |
| Alliant Investor A, LLC | Private Equity Fund | $330M | 11 | Mar 31, 2014 |
| Abry Partners Ix Co-Investment Fund, L.P. | Private Equity Fund | $267M | 19 | Mar 29, 2019 |
| Secret Aggregator 1 Limited | Private Equity Fund | $255M | 18 | Mar 29, 2024 |
| Abry Senior Equity IV, L.P. | Private Equity Fund | $213M | 144 | Oct 11, 2012 |
| Acrisure Investors So, LLCno longer reported | Private Equity Fund | $174M | 33 | Mar 31, 2017 |
| Ase Royal Aggregator, LLC | Private Equity Fund | $163M | 21 | Mar 29, 2024 |
| Abry Senior Equity Co-Investment Fund V, L.P. | Private Equity Fund | $163M | 30 | Mar 31, 2017 |
| Abry Heritage Partners (Cayman Aiv), L.P. | Private Equity Fund | $151M | 114 | Mar 30, 2020 |
| Atlas Investment Aggregator, LLC | Private Equity Fund | $138M | 32 | Mar 30, 2022 |
| Abry Partners Viii (Cayman Aiv), L.P. | Private Equity Fund | $100M | 194 | Mar 29, 2019 |
| Abry Senior Equity Co-Investment Fund Vi, L.P. | Private Equity Fund | $89.2M | 20 | Mar 30, 2022 |
| Acrisure Investors Fo, LLCno longer reported | Private Equity Fund | $82.4M | 30 | Mar 31, 2017 |
| Abry Heritage Partners Co-Investment Fund, L.P. | Private Equity Fund | $76.0M | 27 | Mar 31, 2017 |
| Ase Silk Aggregator, L.P. | Private Equity Fund | $61.8M | 6 | Mar 29, 2024 |
| Abry Acquisition Fund, LLC | Private Equity Fund | $61.5M | 5 | Mar 29, 2019 |
| Abry Partners Viii Co-Investment Fund, L.P. | Private Equity Fund | $57.6M | 14 | Mar 31, 2015 |
| Transit Blocker, LLC | Private Equity Fund | $40.2M | 1 | Mar 29, 2024 |
| Abry Heritage Partners Co-Investment Fund (Cayman Aiv), L.P. | Private Equity Fund | $26.2M | 22 | Mar 30, 2020 |
| Abry Heritage Partners Co-Investment Fund II, L.P. | Private Equity Fund | $18.4M | 9 | Mar 30, 2022 |
| Abry Partners Vii Co-Investment Fund, L.P. | Private Equity Fund | $18.3M | 17 | Feb 14, 2012 |
| Abry Senior Equity Co-Investment Fund IV, L.P. | Private Equity Fund | $11.2M | 20 | Oct 11, 2012 |
| Abry Partners Viii Co-Investment Fund (Cayman Aiv), L.P. | Private Equity Fund | $9.5M | 10 | Mar 29, 2019 |
| Abry Investment Partnership II, L.P. | Private Equity Fund | $2.9M | 59 | Mar 30, 2021 |
| Abry Investment Partnership Ai, L.P. | Private Equity Fund | $2.6M | 23 | Mar 29, 2023 |
| Accela Investors, LLC | Private Equity Fund | $581,497 | 7 | Feb 24, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Charles Brucato · Co-Chief Executive Officercontrolsince 01/2018 · owns less than 5%
- Michael Jay Grossman · Managing Member And Co-Chief Executive Officercontrolsince 04/2011 · owns 50% to 75%
- J. Debra Johnson · Chief Financial Officercontrolsince 04/2011 · owns less than 5%
- Jean Peggy Koenig · Managing Member And Chaircontrolsince 04/2011 · owns 50% to 75%
- Kostantinos Sofronas · Chief Compliance Officer / General Counselcontrolsince 04/2012 · owns less than 5%
Related persons
Schedule D 7.A
- Abry Acquisition Manager, LLCpooled vehicle sponsorn
- Abry Asf Investors III, L.P.bankpooled vehicle sponsorn
- Abry Asf Investors IV, L.P.bankpooled vehicle sponsorn
- Abry Heritage Capital Partners (Cayman Aiv), L.P.pooled vehicle sponsorn
- Abry Heritage Capital Partners II, L.P.pooled vehicle sponsorn
- Abry Heritage Capital Partners, L.P.pooled vehicle sponsorn
- Abry Heritage Partners Co-Investment Gp (Cayman Aiv), LLCpooled vehicle sponsorn
- Abry Heritage Partners Co-Investment Gp II, LLCpooled vehicle sponsorn
- Abry Heritage Partners Co-Investment Gp, LLCpooled vehicle sponsorn
- Abry Investment Ai Gp, LLCpooled vehicle sponsorn
- Abry Investment II Gp, LLCpooled vehicle sponsorn
- Abry Ix Capital Partners, L.P.pooled vehicle sponsorn
- Abry Partners Ix Co-Investment Gp, LLCpooled vehicle sponsorn
- Abry Partners Vii Co-Investment Gp, LLCpooled vehicle sponsorn
- Abry Partners Viii Co-Investment Gp (Cayman Aiv), LLCpooled vehicle sponsorn
- Abry Partners Viii Co-Investment Gp, LLCpooled vehicle sponsorn
- Abry Senior Equity Co-Investment Gp IV, LLCpooled vehicle sponsorn
- Abry Senior Equity Co-Investment Gp V, LLCpooled vehicle sponsorn
- Abry Senior Equity Co-Investment Gp Vi, LLCpooled vehicle sponsorn
- Abry Senior Equity Investors IV, L.P.pooled vehicle sponsorn
- Abry Senior Equity Investors V, L.P.pooled vehicle sponsorn
- Abry Senior Equity Investors Vi, L.P.pooled vehicle sponsorn
- Abry Vii Capital Partners, L.P.pooled vehicle sponsorn
- Abry Viii Capital Partners (Cayman Aiv), L.P.pooled vehicle sponsorn
- Abry Viii Capital Partners, L.P.pooled vehicle sponsorn
- Ase Silk Aggregator Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom1 employees
What changed
consecutive filings, newest first
- Accounts · 34 to 30Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 34 to 30Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $15B to $15BMar 31, 2025 to Mar 31, 2026
- Other offices · 1 to 2Mar 31, 2025 to Mar 31, 2026
- Private funds · 33 to 29Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $15B to $15BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $15B to $15BMar 31, 2025 to Mar 31, 2026
- RAUM · $15B to $15BMar 31, 2025 to Mar 31, 2026
- Accounts · 35 to 34Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 35 to 34Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $17B to $15BMar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 34 to 33Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $17B to $15BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $17B to $15BMar 29, 2024 to Mar 31, 2025
- RAUM · $17B to $15BMar 29, 2024 to Mar 31, 2025
- Accounts · 30 to 35Mar 29, 2023 to Mar 29, 2024
- Advisory employees · 61 to 1Mar 29, 2023 to Mar 29, 2024
- Pooled vehicle clients · 30 to 35Mar 29, 2023 to Mar 29, 2024
- Assets in custody · $17B to $17BMar 29, 2023 to Mar 29, 2024
- Employees · 101 to 1Mar 29, 2023 to Mar 29, 2024
- Private funds · 30 to 34Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $17B to $17BMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $17B to $17BMar 29, 2023 to Mar 29, 2024
- RAUM · $17B to $17BMar 29, 2023 to Mar 29, 2024
- Accounts · 29 to 30Mar 30, 2022 to Mar 29, 2023
- Advisory employees · 58 to 61Mar 30, 2022 to Mar 29, 2023
- Pooled vehicle clients · 29 to 30Mar 30, 2022 to Mar 29, 2023
- Assets in custody · $16B to $17BMar 30, 2022 to Mar 29, 2023
- Employees · 93 to 101Mar 30, 2022 to Mar 29, 2023
- Private funds · 29 to 30Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $16B to $17BMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $16B to $17BMar 30, 2022 to Mar 29, 2023
- RAUM · $16B to $17BMar 30, 2022 to Mar 29, 2023
- Accounts · 26 to 29Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 53 to 58Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 26 to 29Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $13B to $16BMar 30, 2021 to Mar 30, 2022
- Employees · 91 to 93Mar 30, 2021 to Mar 30, 2022
- Private funds · 26 to 29Mar 30, 2021 to Mar 30, 2022
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- Abry Partners II, LLC · Independent Sponsorsshared crd · capital_provider
- Abry Partners II, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ABRY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-859-2959reportedpublic record, Form ADV, Mar 31, 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