SourcingSourcing

BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC

B60
CRD 143124·SEC 801-67550·NEW YORK, NY
AUM
$45.0M
$25M-$100M
Est. Revenue
$450K
@ 1% on AUM
Est. EBITDA
$135K
@ 30% margin
Est. Deal Value
$1.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC
CRD
143124
SEC file #
801-67550
EIN
—
DBA names
—

Economics

AUM
$45.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$46.9M → $45.0M▼ -4%
Client mix
Individuals High Net Worth10

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
brydenabrams.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABRAMS, STEFAN, DENNIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ABRAMS, STEFAN, DENNIS
ABRAMS, ROY, QUINCY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRYDENABRAMS.COM
Rdap Domain Creation Date
2006-12-01T22:31:57Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Morgan Stanley2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-12-01T22:31:57Z
Rdap Domain Last Changed
2024-12-02T16:19:58Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
ABRAMS, ROY, QUINCY
Direct Owner · 17.5%
5475728