The Abernathy Group II - aVenture Asset Manager Research
Location
New York City, NY, US
Founded
2009
The Abernathy Group II is a comprehensive financial planning and investment management firm serving clients in the United States. They focus on wealth preservation, asset growth, and inheritance planning, offering a range of services including asset management, asset protection, estate planning, accounting, tax, banking, and real estate services.
The firm prides itself on its audited track record spanning several decades and provides concierge services to its clients. As a family office, they act as advocates for the individuals and families they represent, offering personalized solutions to meet their clients' financial goals. The Abernathy Group II has invested in Smartserv, a portfolio company that has raised $17.5 million.
The Abernathy Group II - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Top Investment Stages
Series B1 (100.0%)
Stage Mix
Series B 100%
Concentration shown as share of disclosed investments by stage.
