Abridge Partners
Overview
Abridge Partners is an independent, employee-owned SEC-registered investment adviser specializing in managing multi-generational wealth for high-net-worth families. The firm offers customized investment advisory and financial planning services, focusing on simplifying the complex task of managing wealth across generations. Their services include investment management, multigenerational wealth management, and trust services, all designed to foster easier and more informed decisions for the families they serve. The firm's investment strategy emphasizes tax-efficient portfolio management and the coordination of critical components required to manage and grow wealth. Abridge Partners provides institutional-quality investment solutions, including traditional and alternative investments across global asset classes. They offer services such as traditional and alternative manager evaluation and selection, allocation modeling and risk analysis, performance and risk monitoring, trust and custodial services, portfolio tax management, and tax management overlays. Abridge Partners adheres to fiduciary standards of care, ensuring that they act in the best interest of their clients at all times. They coordinate with independent advisors, including investment managers, tax attorneys, accountants, custodians, and trustees, to promote a client-focused team with specialized expertise in managing family wealth. The firm receives no compensation from any of the independent advisors employed by their clients, including no soft dollar arrangements with trust companies, custodians, or investment managers, ensuring transparency and alignment with client interests.
Investment Focus
- High-net-worth individuals
- Testamentary trusts
- Grantor trusts
- Charitable lead and remainder trusts
- Private foundations
- Privately held businesses
- Family limited partnerships
- Limited liability companies
- Qualified plans
Portfolio Companies
Reach Abridge Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Abridge Partners
What sectors does Abridge Partners invest in?
Abridge Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Mississippi, United States. Abridge Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Abridge Partners invest at?
Abridge Partners backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Abridge Partners invest in?
Abridge Partners invests across United States.
Who are the partners at Abridge Partners?
Team members listed for Abridge Partners include Assaf Harel (Partner) and Soobum Kim (Partner).
What companies has Abridge Partners invested in?
Abridge Partners's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
How do I contact Abridge Partners?
Abridge Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
