ABBREA CAPITAL, LLC
CRD #272029 SEC #801-101498 GREENBRAE, CA (415) 894-0077
SEC Registered
Total AUM
$1.2B
Discretionary
$1B
Employees
7
Clients
101
Accounts
777
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.2B | $1B | $146.2M | 7 | 0 |
| Mar 2024 | $1.2B | $1B | $146.2M | 7 | 0 |
| Jul 2023 | $1B | $867.7M | $174.6M | 6 | 0 |
| Mar 2023 | $1B | $867.7M | $174.6M | 6 | 0 |
| Nov 2022 | $1.2B | $1B | $156.5M | 6 | 0 |
| Feb 2022 | $1.2B | $1B | $156.5M | 6 | 0 |
| Mar 2021 | $979M | $830.7M | $148.3M | 6 | 0 |
| Jun 2020 | $822M | $716.8M | $105.2M | 6 | 0 |
| Jun 2020 | $822M | $716.8M | $105.2M | 6 | 0 |
| Mar 2020 | $822M | $716.8M | $105.2M | 6 | 0 |
| Mar 2019 | $558.8M | $538.3M | $20.6M | 6 | 0 |
| Aug 2018 | $502.9M | $481.3M | $21.6M | 6 | 0 |
| Mar 2018 | $502.9M | $481.3M | $21.6M | 6 | 0 |
| Mar 2018 | $502.9M | $481.3M | $21.6M | 6 | 0 |
| Mar 2017 | $400.1M | $383.5M | $16.5M | 6 | 200 |
| Mar 2016 | $175.7M | $165.9M | $9.7M | 4 | 26 |
| Nov 2015 | $146.3M | $143.7M | $2.5M | 3 | 26 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$146.2M
Employees7
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$146.2M
Employees7
Clients0
DateJul 2023
Total AUM$1B
Discretionary$867.7M
Non-Disc.$174.6M
Employees6
Clients0
DateMar 2023
Total AUM$1B
Discretionary$867.7M
Non-Disc.$174.6M
Employees6
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$156.5M
Employees6
Clients0
DateFeb 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$156.5M
Employees6
Clients0
DateMar 2021
Total AUM$979M
Discretionary$830.7M
Non-Disc.$148.3M
Employees6
Clients0
DateJun 2020
Total AUM$822M
Discretionary$716.8M
Non-Disc.$105.2M
Employees6
Clients0
DateJun 2020
Total AUM$822M
Discretionary$716.8M
Non-Disc.$105.2M
Employees6
Clients0
DateMar 2020
Total AUM$822M
Discretionary$716.8M
Non-Disc.$105.2M
Employees6
Clients0
DateMar 2019
Total AUM$558.8M
Discretionary$538.3M
Non-Disc.$20.6M
Employees6
Clients0
DateAug 2018
Total AUM$502.9M
Discretionary$481.3M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2018
Total AUM$502.9M
Discretionary$481.3M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2018
Total AUM$502.9M
Discretionary$481.3M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2017
Total AUM$400.1M
Discretionary$383.5M
Non-Disc.$16.5M
Employees6
Clients200
DateMar 2016
Total AUM$175.7M
Discretionary$165.9M
Non-Disc.$9.7M
Employees4
Clients26
DateNov 2015
Total AUM$146.3M
Discretionary$143.7M
Non-Disc.$2.5M
Employees3
Clients26
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0