Abernathy Group II Family Office

About Abernathy Group II Family Office

The Abernathy Group II family office was created to help high net worth individuals manage their assets and provide a better lifestyle for themselves and their families. The Abernathy Group II, LLC is the investment advisor of a private event-driven, deep value, long short limited partnership that invests across the capital structure. Its philosophy centers on value investing with a catalyst, such as shareholder activism, management change, turnaround, M&A, and restructuring, with a strong emphasis on asymmetric reward to risk. Founded by Steven Abernathy in 2010, the Abernathy Group II Family Office believes the key to legally protecting and managing assets for the most successful and affluent families in the world is to simplify and organize each family's asset profile like a business. Each Family Unit is unique and evaluated as a separate entity called a Family Enterprise. The Abernathy Group II contributed to value-based investing innovation through the development of Quantimental Analysis and Clinical Investing®, advances that have tended to improve volatility and lower the overall correlation of portfolios to indices while reducing capital at risk. Rather than traditional money management as usual, the firm draws attention from the high net-worth community for comprehensive, strategic planning within the Family Enterprise, basing its planning and investment allocation on PRÜF, The Science of Investing, and on data rather than biased emotional information from Wall Street. The Abernathy Group II Family Office's investment portfolio is valued at $66.56 million as of October 15, 2024, with investments in private equity, hedge funds, and real estate. Private equity investments include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies.

Real estate mandate

Contacts at Abernathy Group II Family Office

Recent activity