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Lundeen Abrams Advisors
Lundeen Abrams Advisors is a Minnetonka financial advisory firm. It offers financial services specialized to help women from 65 and beyond, including asset...
Lundeen Abrams Advisors
Lundeen Abrams Advisors is a Minnetonka financial advisory firm. It offers financial services specialized to help women from 65 and beyond, including asset management, financial planning, and legacy planning. Suzanne Lundeen Abrams is the founder. The firm works with clients on personalized plans tailored to individual investment objectives.
General information
Firm type
RIA
Year founded
2014
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
Minneapolis, MN, United States
Principals
Brent Lundeen
Co-Founder & Managing Partner
Dan Abrams
Co-Founder & Managing Partner
Sector focus
Frequently asked questions
Does Lundeen Abrams participate in fund commitments or only direct deals?
The firm pursues both direct investments and fund commitments. Direct investments tend to cluster in enterprise software and business services — categories where Lundeen has operating experience — while fund commitments expand exposure into geographies or asset classes beyond the firm's direct-sourcing capabilities in the Upper Midwest.
Which sectors does Lundeen Abrams typically target?
The firm concentrates on enterprise software, technology-enabled business services, and real estate. Direct technology investments skew toward the Salesforce and cloud-services channel where the principals have operator expertise. Real estate holdings are concentrated in Minnesota and the Great Lakes region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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