Abingworth Management Inc. (Menlo Park)

Abingworth Management Inc. is a large advisory firm based in Menlo Park. It manages $946.36 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.

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

Abingworth Management: assets under management

The assets under management (AUM) of Abingworth Management Inc. is $946.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and $946.36 million of the total AUM is attributable to clients outside of the United States.

The firm manages $946.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abingworth Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephen William Bunting serves?

The only and largest group of clients of Stephen William Bunting is pooled investment vehicles with 5 clients and $946.36 million of assets under management. Among the 11 most similar advisory firms, Abingworth Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $946.36 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.

Abingworth Management also advises several private funds. Namely, five venture capital funds. The minimum investment commitment required of non-related persons ranges from $80,000 to $5,000,000.

Careers at Abingworth Management Inc.

The company employs 20 people that are either part- or full-time employees. 55 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.

Stephen William Bunting has been acting as President since 1 Apr 2002. Konrad Hans Vonemster joined the executive team most recently as the Owner Of Von Emster Advisory Services Limited.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen William Bunting	Director of abingworth management limted	1 Apr 1987	Other	6021213
David Frederick James Leathers	Director of abingworth management limited	1 Apr 1987	Other	6021219
Jonathan James Macquitty	Director	1 May 1999	Other	6021190
James Foster Abell	Director of abingworth management limited	1 Jul 1999	Other	6021216
James Foster Abell	Director	1 Sep 2000	Other	6021216
Stephen William Bunting	Director	1 Apr 2002	Other	6021213
Michael Francis Bigham	Director	1 Apr 2003	Other	1313335
Stephen William Bunting	Partner of abingworth llp	1 Jun 2006	25% - 50%	6021213
James Foster Abell	Partner and cfo of abingworth llp	1 Jun 2006	Other	6021216
David Frederick James Leathers	Special partner of abingworth llp	1 Jun 2006	Other	6021219
Abingworh Management Limited	Corporate member of abingworth llp	1 Jun 2006	25% - 50%	foreign
John Grayson Heard	Chief compliance officer/secretary	1 Feb 2007	Other	6021212
Joseph Anderson	Partner of abingworth llp	1 Mar 2008	Other	6043164
Quentin Lionel Genghis Lloyd Harris	Partner of abingworth llp	1 Mar 2008	Other	6043166
Timothy John Haines	Managing partner of abingworth llp	1 Mar 2008	Other	6043167
Abingworth Llp	Owner	1 Nov 2008	75% - 100%	98-0518585
David Frederick James Leathers	Founder leaver member of abingworth llp	1 Jan 2010	Other	6021219
Macquitty Advisory Services Limited	Member of abingworth llp	1 Dec 2012	Other	foreign
Bigham Advisory Services Limited	Member of abingworth llp	1 Dec 2012	Other	foreign
Kenneth Harold Haas	President/director	1 Feb 2014	Other	6322194
John Grayson Heard	Partner of abingworth llp	1 Jul 2014	Other	6021212
Konrad Hans Vonemster	Director	1 Jan 2015	Other	1993722
Von Emster Advisory Services Limited	Member of abingworth llp	1 Jan 2016	Other	foreign

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen William Bunting	Owner	1 Aug 1989	50% - 75%	6021213
David Frederick James Leathers	Owner	1 Aug 1989	50% - 75%	6021219
Abingworth Management Holdings Limited	Owner	1 Sep 1989	75% - 100%	98-0582297
Abingworth Management Limited	Corporate member	1 Jun 2006	25% - 50%	xxx-xx-xxxx
Jonathan James Macquitty	Owner of abingworth llp	1 Dec 2012	75% - 100%	6021190
Michael Francis Bigham	Onwer of abingworth llp	1 Dec 2012	75% - 100%	1313335
Konrad Hans Vonemster	Owner of von emster advisory services limited	1 Jan 2016	75% - 100%	1993722

Based in Menlo Park

The principal office where Abingworth Management Inc. performs its advisory services is located at 3000 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650 926 0600 or by fax 650 926 9782. The normal business hours are 9 am - 5 pm on Monday - Friday.