Abrams Capital Management, L.P. (Boston)


Abrams Capital Management, L.P. is a large advisory firm based in Boston. It manages $9.14 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Abrams Capital Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abrams Capital Management: assets under management

The assets under management (AUM) of Abrams Capital Management, L.P. is $9.14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and $385.73 million of the total AUM is attributable to clients outside of the United States.

The firm manages $9.14 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 billion each.
Abrams Capital Management has custody of $9.14 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abrams Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Travis Matthew Rhodes serves?

The only and largest group of clients of Travis Matthew Rhodes is pooled investment vehicles with 9 clients and $9.14 billion of assets under management. Among the 10 most similar advisory firms, Abrams Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $9.14 billion for 9 clients. 22% of the firm’s clients are foreign persons or businesses.

Abrams Capital Management also advises several private funds. Namely, nine hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Abrams Capital Management, L.P.

The company employs 37 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Travis Matthew Rhodes has been acting as President since 1 Feb 2019. Alison Tschopp Bomberg joined the executive team most recently as the General Counsel.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
David Charles Abrams Managing partner 1 Dec 2005 75% - 100% 1331092
Llc Abrams Capital Management General partner 1 Dec 2005 Other 04-3565803
William Patrick Wall General counsel 1 Feb 2006 Other 4728130
Michael Steven Josephson Chief operating officer 1 Sep 2008 Other 1065025
Frederic Ira Leif Chief financial officer 1 Feb 2010 Other 4396583
Kenneth Charles Largess Chief compliance officer and deputy general counsel 1 Aug 2010 Other 5215465
Alison Tschopp Bomberg General counsel 1 Jul 2015 Other 6530624
Travis Matthew Rhodes President 1 Feb 2019 Other 7088848

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
David Charles Abrams Managing member 1 Jun 2001 75% - 100% 1331092

Based in Boston

The principal office where Abrams Capital Management, L.P. performs its advisory services is located at 222 Berkeley Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-646-6100 or by fax 617-646-6187. The normal business hours are 8-5:30 on Monday - Friday. You can find more information about the New York firm at abramscapital.com/.