SourcingSourcing

ABBEY STREET, LLC

C36
CRD 305107·SEC 801-117454·EDEN PRAIRIE, MN
AUM
$375.4M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABBEY STREET, LLC
CRD
305107
SEC file #
801-117454
EIN
—
DBA names
Abbey Street

Economics

AUM
$375.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$171.7M → $375.4M▲ +119%
Client mix
Individuals High Net Worth89
Individuals Other49
Charitable Organizations1

Operations

Employees (total)
13
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
EDEN PRAIRIE MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
instagram.com/abbey.street.financial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MULHERAN, DANIEL, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MULHERAN, DANIEL, PATRICK
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
fallback_guess:abbeystreet.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
625,096
Form 5500 Compensation Trajectory 3y
2025625,096
Form 5500 Plan Count Trajectory 3y
202510
Schedule C Total Compensation
625,096
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3088999
Trust Company Affiliate
No

People (7)

7
MULHERAN, DANIEL, PATRICK
IAR · Direct Owner · 87.5%
3088999
Eric Schierhorn
IAR
7602303
Brian Paul Parkhurst
IAR
7085747
ROBERT ALVIN CRON
IAR
2408283
BEN A CLYMER
IAR
6292321
Eric Phillip Turcott
IAR
7227299
JOSHUA JOSEPH ZAJICEK
IAR
6034681