Abr Capital Partners, Llc
- Regulatory AUM
- $487M
- Discretionary
- $468M
- Clients
- 12
- Avg AUM / client
- $40.6M
- Accounts
- 12
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $487M | 100.0% |
Private funds (27)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $902M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Abr Properties Vi 2020, Llc master | Real Estate Fund | Delaware | $204M | 49 |
| Abr Properties Vi, Llc master | Real Estate Fund | Delaware | $105M | 26 |
| Abr Properties Vi B, Llc master | Real Estate Fund | Delaware | $98.9M | 23 |
| Abr Chesapeake Investors Vi Limited Partnership feeder | Real Estate Fund | Delaware | $93.4M | 20 |
| Abr Chesapeake Investors Vi B Limited Partnership feeder | Real Estate Fund | Delaware | $84.9M | 19 |
| Abr Properties V, Llc master | Real Estate Fund | Delaware | $71.1M | 78 |
| Abr Chesapeake Investors V B Limited Partnership feeder | Real Estate Fund | Delaware | $63.0M | 40 |
| Abr Gp Investment Limited Partnership | Real Estate Fund | Delaware | $40.0M | 17 |
| Abr Trip Co Investment Limited Partnership | Real Estate Fund | Delaware | $38.2M | 418 |
| Abr Chesapeake Vi B Limited Partnership master | Real Estate Fund | Delaware | $14.0M | 4 |
| Chesapeake Investments Vi B Limited Partnership feeder | Real Estate Fund | Delaware | $13.8M | 4 |
| Abr Albuquerque Co Investment Limited Partnership | Real Estate Fund | Delaware | $13.0M | 420 |
| Abr Chesapeake Vi Limited Partnership master | Real Estate Fund | Delaware | $11.3M | 6 |
| Chesapeake Investments Vi Limited Partnership feeder | Real Estate Fund | Delaware | $11.3M | 6 |
| Chesapeake Vi B, Llc master | Hedge Fund | Delaware | $11.2M | 4 |
People (15)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Griswold, Jack, Symington | Member Of Board Of Managers | Jun 1982 (44y) | Less than 5% | |
| Wolfe, David, Ethan | Managing Director, Chief Compliance Officer And General Counsel | Jun 2008 (18y) | Less than 5% | |
| Griswold, Jason, Symington | Trustee | Oct 2012 (14y) | GP / trustee / elected manager of Jack S. Griswold Family Enterprises Trust Agreement Dtd 10/24/12 (indirect) | |
| Bunting, Marc, Guenter | Member Of Board Of Managers | Nov 2012 (14y) | Less than 5% | |
| Collins, Lawrence, Emery | Managing Director | Jun 2013 (13y) | Less than 5% | |
| Harvey, Robert, Dixon Hopkins | Member Of Board Of Managers | Mar 2016 (10y) | Less than 5% | |
| Bunting, George, Lloyd | Member, Board Of Managers | Jan 2017 (10y) | GP / trustee / elected manager of Knollwood Investment Advisory, Llc (indirect) | |
| Cimino, Scott, Stephen | President | Jan 2017 (10y) | GP / trustee / elected manager of Knollwood Investment Advisory, Llc (indirect) | |
| Irwin, Kevin, Dale | Ceo | Jan 2017 (10y) | GP / trustee / elected manager of Knollwood Investment Advisory, Llc (indirect) | |
| Nordberg, Edward, Peter | Senior Managing Director And Member Of Board Of Managers | Apr 2019 (7y) | 10% – 25% | |
| Burton, Thomas, Richard | Senior Managing Director, Cio, And Member Of Board Of Managers | Jul 2019 (7y) | 10% – 25% | |
| Blake, Daniel, Jason | Cfo And Managing Director | Dec 2021 (5y) | Less than 5% | |
| Strauss, Noel, Mark | Member Of Board Of Managers | Jun 2022 (4y) | Less than 5% | |
| Weldon, Kent, Raymond | Member Of Board Of Managers | Jun 2022 (4y) | Less than 5% | |
| Reynolds, Daniel, James | Managing Director | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Knollwood Investment Fund Llc | Member | Feb 2007 | A | 25% – 50% |
| Jack S. Griswold Family Enterprises Trust Agreement Dtd 10/24/12 | Member | Dec 2012 | A | 10% – 25% |
| Stephens Abr Llc | Member | Jun 2022 | A | 10% – 25% |
| Mary Catherine Bunting Gst Exemption Trust | Member | Dec 2018 | B | ≈ 18.75% – 50% via Knollwood Investment Fund Llc |
| Was Family Investments I Llc | Member | Jun 2022 | B | ≈ 5% – 18.75% via Stephens Abr Llc |
| Lws 2012 Trust | Member | Jun 2022 | B | ≈ 1.25% – 9.38% via Was Family Investments I Llc |
| Knollwood Investment Advisory, Llc | Managing Member | Jan 2017 | B | GP / trustee / elected manager of Knollwood Investment Fund Llc (indirect) |
| Blue Jar Ptc, Llc | Trustee | Dec 2018 | B | GP / trustee / elected manager of Mary Catherine Bunting Gst Exemption Trust (indirect) |
| Stephens Capital Partners Llc | Manager | Jun 2022 | B | GP / trustee / elected manager of Stephens Abr Llc (indirect) |
| Was Family Office Llc | Manager | Jun 2022 | B | GP / trustee / elected manager of Was Family Investments I Llc (indirect) |
| Harriet C. Stephens | Trustee | Jun 2022 | B | GP / trustee / elected manager of Lws 2012 Trust (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mary Catherine Bunting Gst Exemption Trust: 75% – 100% of Knollwood Investment Fund Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Was Family Investments I Llc: 50% – 75% of Stephens Abr Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Lws 2012 Trust: 25% – 50% of Was Family Investments I Llc × 50% – 75% of Stephens Abr Llc × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
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.
Private funds (27, $902M gross assets)
Top 25 of 27 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 6.34 MB | 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT FOR COSTS AND EXPENSES
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗