# Abridge Partners

Abridge Partners is a Multi Family Office based in Jackson, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Jackson, United States
- **Region:** North America
- **Address:** 4 Meadowbrook Arbor, Jackson, MS 39211, United States
- **Founded:** 2007
- **Assets under management:** 103 (Altss estimate)
- **Website:** abridgepartners.com
- **LinkedIn:** https://www.linkedin.com/company/abridge-partners

## Regulatory record

- **CRD number:** 145247
- **SEC file number:** 801-68497
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145247

## About

Abridge Partners was founded in 2007 as an independent employee-owned SEC Registered Investment Advisor. The firm originates its capital from the principals’ long-standing investment advisory careers and serves high-net-worth families across multiple generations. It focuses on Investment Management, Multigenerational Wealth Management, and Trust Services. Confirmed investment types include Fund of Funds, Hedge Funds, Real Estate, and Philanthropic / Mission-Related Investing. The firm designs taxable portfolios for high-net-worth individuals, testamentary trusts, grantor trusts, charitable lead and remainder trusts, private foundations, and family limited partnerships. All activity remains within North America. Estimated AUM stands at $103 million. The firm serves clients in twenty states from offices in Jackson, Mississippi and Kennett Square, Pennsylvania. Partners have worked together for over twenty-five years. The firm maintains an employee-owned structure that keeps decision-making internal while coordinating external specialized advisors for each client mandate.

## Sectors

- Real Estate
- Hedge Funds
- Private Foundations

## Offices

- Kennett Square, PA, United States

## People

- Gene A. Yates, Jr. — Principal and Founder
- Michael Anthony Flanagan, Jr. — Principal and Founder

## Questions

### Who runs investment decisions at Abridge Partners?

Gene A. Yates, Jr. and Michael Anthony Flanagan, Jr. are the co-founders and principals. The firm is employee-owned and registered as an SEC Investment Advisor. Day-to-day investment management is handled by this partnership, which has worked together for over 25 years (per firm website).

### How does Abridge Partners source proprietary deal flow?

The firm does not publicly describe proprietary deal flow or direct investments. It primarily coordinates external advisors and designs portfolios using traditional asset classes (per firm website). No venture or private equity direct investment activity is disclosed.

### What investment stages does Abridge Partners typically target?

Abridge Partners does not target specific investment stages. It manages taxable and tax-deferred portfolios for high-net-worth individuals, trusts, foundations, and privately held businesses (per firm portfolio page). The firm focuses on tax-efficient portfolio management rather than stage-specific investing.

### Which sectors does Abridge Partners explicitly avoid?

Abridge Partners does not publicly specify any sectors it avoids. The firm states it manages investments predominantly for taxable portfolios and uses specialized techniques to improve after-tax returns (per firm portfolio page). No exclusionary sector criteria are documented.

## Related profiles

- [Glastad Holding](https://altss.com/profile/glastad-holding-glastad-family-office)
- [Lexington Investment Consulting](https://altss.com/profile/lexington-investment-consulting)

---

Last updated: 2026-07-06T01:24:10.660Z

Canonical page: https://altss.com/profile/abridge-partners-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology