Abbey Capital Limited
- Regulatory AUM
- $6.8B
- Discretionary
- $6.8B
- Clients
- 14
- Avg AUM / client
- $487M
- Accounts
- 14
- Employees
- 77
AUM over time
Annual snapshots from Form ADV filings · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $3.4B | 49.5% |
| Pooled investment vehicles (non-investment companies) | 12 | $3.4B | 50.5% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mccarthy, David | Non Executive Director | Jan 2011 (16y) | Less than 5% | |
| Brosnan, Timothy, Joseph | Shareholder And Chief Executive Officer And Chief Investment Officer | Aug 2013 (13y) | ≈ 18.75% – 50% via Cavendish Capital Limited | |
| Gannon, Anthony | Chief Investment Officer | Aug 2013 (13y) | ≈ 37.5% – 75% via Cavendish Capital Limited | |
| Harris, Louise, Eileen | Chief Compliance Officer | Nov 2017 (9y) | Less than 5% | |
| Carney, Peter, Gerard | Chief Operating Officer | Apr 2018 (8y) | Less than 5% | |
| Mc Inerney, David | Chief Financial Officer | Apr 2018 (8y) | Less than 5% | |
| Swift, Michael, Gerard | Chief Executive Officer | Dec 2019 (7y) | Less than 5% | |
| Brosnan, Conor, Patrick | Non Executive Director | Dec 2021 (5y) | Less than 5% | |
| Maher, Martina | Non Executive Director, Chair | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cavendish Capital Limited | Holding Company Owns 100% Of Abbey Capital Limited | Aug 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brosnan, Timothy, Joseph: 25% – 50% of Cavendish Capital Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Gannon, Anthony: 50% – 75% of Cavendish Capital Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/13/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗