SourcingSourcing

ABF INVESTMENT MANAGEMENT, LLC

C49
CRD 333541·SEC 801-131423·MIAMI, FL
AUM
$253.2M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$759K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABF INVESTMENT MANAGEMENT, LLC
CRD
333541
SEC file #
801-131423
EIN
—
DBA names
—

Economics

AUM
$253.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$253.2M → $253.2M▬ 0%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
gr-am.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABF RH BLOCKER
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ABF RH BLOCKER
PEREZ BENEITEZ, DIEGO, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GR-AM.COM
Rdap Domain Creation Date
2018-06-08T14:27:58Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-08T14:27:58Z
Rdap Domain Last Changed
2025-05-26T15:50:32Z
Rdap Nameservers
Ns-1036.awsdns-01.orgNs-1688.awsdns-19.co.ukNs-617.awsdns-13.netNs-82.awsdns-10.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
PEREZ BENEITEZ, DIEGO, NMN
Executive Officer · 2.5%
7994291
PESCHIERA, MARCO, AURELIO
Executive Officer · 2.5%
4443185
RAMOS, EDUARDO, NMN
Executive Officer · 2.5%
7994290
Villaran, Rafael, NMN
Executive Officer · 2.5%
7994389