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ABBREA CAPITAL, LLC

GREENBRAE, CA · CRD 272029 · IAPD ↗ · abbrea.com · (415) 894-0077

$1.19BRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
November 2024 — ABBREA CAPITAL, LLC (GREENBRAE, CA) left the SEC roster (was $1.19B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.