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ABRY PARTNERS III, LLC

BOSTON, MA · CRD 323712 · IAPD ↗ · abry.com · (617) 859-2959

$1.11BRegulatory AUM
59Advisory reps
100Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ABRY PARTNERS III, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ABRY PARTNERS III, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — ABRY PARTNERS III, LLC grew from 50 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — ABRY PARTNERS III, LLC crossed $1B in regulatory AUM ($524.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — ABRY PARTNERS III, LLC shrank from 62 to 50 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ABRY PARTNERS III, LLC crossed $500M in regulatory AUM ($202.3M -> $515.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
May 2024 — ABRY PARTNERS III, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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