The Abbit Management Corp
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 338
- Avg AUM / client
- $747K
- Accounts
- 465
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Aug 19, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $33.4M | 13.2% |
| High net worth individuals | 12 | $18.2M | 7.21% |
| Corporations and other businesses | 6 | $201M | 79.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Edward Risselade | President/Chief Compliance Officer | May 2010 (16y) | 75% or more | |
| James Edward Slater | Vice President | Jun 2012 (14y) | Less than 5% | |
| Anderson, Julie, Ann | Secretary/Treasurer | Sep 2012 (14y) | Less than 5% | |
| Samuel Mason Westers | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/19/2025 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $243M (96% of AUM) Aug 2025
- Truist Financial Corp $30.0K (0% of AUM) Aug 2025
- Altruist Financial $30.0K (0% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 19, 2025.
View current Form ADV (SEC/IAPD) ↗