← Tributary

ABRA CAPITAL MANAGEMENT, LP

SAN FRANCISCO, CA · CRD 323353 · IAPD ↗ · abra.com · 707-340-3722

$334.7MRegulatory AUM
5Advisory reps
40Employees
0Clients
n/aPlanning clients
2Private funds
3States
9Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ABRA CAPITAL MANAGEMENT, LP reported RAUM down 52% ($700.6M -> $334.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
December 2025 — ABRA CAPITAL MANAGEMENT, LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ABRA CAPITAL MANAGEMENT, LP's Item 11 disclosure-reporting entries rose by 9 (0 -> 9).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2025 — ABRA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($102.5M -> $700.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — ABRA CAPITAL MANAGEMENT, LP grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
March 2024 — ABRA CAPITAL MANAGEMENT, LP (SAN FRANCISCO, CA) is newly SEC-registered with $102.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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